Plan Design Consultation

In the spirit of collaboration, we will review the elements of the retirement plan document to provide insight and suggestions as to which provisions might be beneficial to add, modify or remove in order to better serve the needs of your plan participants as well as the financial and administrative priorities of the business.  We can do this with start up plans as well as work with existing plans’ Third Party Administrators (TPAs), Custodians, Record Keepers and Payroll Providers to find the solutions that work best for you.  Here are some of the most common questions that we will help employers answer: