Plan Design

Plan Design Consultation

Appropriate plan design is not a one-size-fits-all proposition, and plan design best practices continually evolve due to changes in the regulatory landscape and advancements in technology. Let us help you design a plan to fit the needs of your employees. We will help ensure you are current on plan design considerations that facilitate plan growth and allow your plan to evolve in ways that maximize its effectiveness. When reviewing your current plan, ask yourself the following questions:

• How integrated is your plan design with the overall goals and objectives of your business?
• Does your provider find proactive ways to allow you and your employees to benefit?
• Are you allowed to ask questions or deviate from the way your provider "usually does things?"
• Has your plan design improved employee participation and success?

A retirement plan design that maximizes the objectives of your plan is a win-win for everyone.

Reach out to learn how we can help you create the best plan for YOU.