Plan Design
We are committed to partnering with our clients to design to design a "best fit" retirement plan.
Solutions for Every Phase
As a plan sponsor you know your retirement plan must be a good fit for everyone, from management to entry-level employees. No matter your business, the challenge is offering a retirement plan that simplifies administration, meets the needs of your diverse workforce, and promotes enrollment.
We help large and small businesses navigate a variety of financial and retirement options using state-of-the-art technology, with a strong emphasis on client education and cost control.
- Plan design review
- Consult on alternative plan designs
- Provide expense analysis structure
- Service provider liaison
- Annual independent plan fee review and benchmarking
- Regular market appraisals
Blog
When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction and can save you money in estate...
You see one headline that says, "Inflation Finally Under Control," followed by one that reads, "Banks Wary of Further Inflation." A news outlet announces, "Unemployment Near Record Low." Yet on the...
The drive to acquire money can warp your values. Having a lot of it can blind you to key realities about yourself. And when you're obsessed with it, it can act as the yardstick by which you measure...