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


PlanWise Financial Group
4801 Spicewood Springs Road, Suite 200, Austin TX 78759

Phone: 512.290.9020  |  Fax: 512.290.9010 

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, IA, ID, IL, LA, MA, MD, MI, MN, NJ, NM, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.


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