Retirement Plan Design
Each organization and client relationship is unique. We take time to understand your organization’s mission, vision, and values in order to design and manage a retirement plan program that aligns with your culture and aims to provide your employees with the greatest value.
We also work to aid in balancing the administrative responsibilities inherent to managing the retirement benefit with the custom features and provisions you strive to offer. Each year, we perform a comprehensive plan design analysis and work, alongside your team, to develop and maintain your program.
We focus on these specific areas:
- Regulatory and legislative changes and compliance
- Evaluation of qualification and eligibility provisions
- Plan definitions, including compensation, vesting, service tracking
- Employer contribution strategies and benchmarking
- Support services to simplify plan administration
- Behavioral finance integrated plan design
Optimal use of safe harbor, auto enrollment and auto increase provisions