Plan Design

We take the time to understand your objectives and design a retirement plan program that provides your employees with the greatest value and, to the extent possible, reduces your administrative responsibilities.

Specific areas we focus on include:


  • Employer contribution strategies

  • Evaluation of qualification and eligibility issues

  • Compliance with legislative changes

  • Support services to help simplify plan administration

  • Optimal use of safe harbors, such as 404(c) and QDIA

  • Comparative-Analysis Studies to determine the most efficient type of plan to adopt

  • Cross-tested 401(k) plans, cash-balance and defined benefit plans

2018 IRS COLA Updates

401(k) Plan Checklist

The Impact of Automatic Enrollment on Future Retirement Accumulations