Plan Design

We are committed to partnering with our clients 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
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