Plan Design

We begin the process of designing your retirement plan by listening to you. We want to know what your unique goals and objectives are. What makes your company stand out. What kind of employees you hire. Then we present specific, objective recommendations for a customized plan design that supports your financial destination and business culture.

But it doesn’t stop there. Our goal is to become your total relationship manager. That means providing seamless follow-through from plan design to administration, recordkeeping, and investment management services. It also means aggressively monitoring legislative changes and providing support in explaining how such changes might impact the sponsor’s plan.

Administration & recordkeeping

Plan administration and recordkeeping are critical parts of a successful retirement plan. Our Administration and recordkeeping services include:

• Plan Document Implementation & Conversion
• Annual Reports including Valuations and Participant Statements
• Discrimination Testing (includes, ADP/ACP, Top Heavy and Safe Harbor)
• Signature Ready Government Tax Form 5500
• Actuarial Consulting Services