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
   

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2018 IRS COLA Updates
 

401(k) Plan Checklist
 

The Impact of Automatic Enrollment on Future Retirement Accumulations