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