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
According to a recent survey by Goldman Sachs Asset Management and Syntonig, a behavioral research team concluded people who wind up with more retirement savings tend to share four behavioral...
The new Bitcoin ETFs (Exchange Traded Funds) now make it possible to get exposure to the cryptocurrency by proxy through funds that are traded like stocks on various US Stock Exchanges. Previously,...
Favorable tax treatment is one of the main reasons for buying an annuity. But what exactly are the tax benefits? And are there any drawbacks? It’s important to know the answers to these questions...