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
To determine your total retirement needs, you can’t just estimate how much annual income you need. You also have to estimate how long you’ll be retired. The longer you are in retirement, the more...
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy...
America has roughly 5 million people aged 65 to 74 who are single and childless.1 While these solo retirees report that they enjoy their independence and added freedom, they are also worried about...