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
Children sometimes thwart our best-laid plans but having extra money in a 529 college-savings plan is a pretty good outcome. Families can end up with leftover college funds for a variety of reasons,...
In 2023, Columbia Pictures released Dumb Money – a real life underdog story set in the world of investing.1 The movie follows the exploits of an average guy who invests his life savings in the stock...
According to research by Drs. Alejandro Murguia and Wade Pfau, there are four main ways people nearing retirement think about money. 1 1. Time-Segmentation Approach The “time-segmentation” approach...