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 

 












Plan Design

2012 IRS COLA Updates
401(k) Plan Checklist
The Impact of Automatic Enrollment on Future Retirement Accumulations
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