[Simple decisions with big impact]
At Two West, we believe competitive plan design goes beyond the automatic features typically found in retirement plans. Our higher education clients often have antiquated, unnecessarily complex plan design and rules. We have a track record of working with these clients to simplify plan design without affecting the provider brand loyalty common to these plans.
The first step in plan design for colleges and universities is understanding what your plan offers today, and what enhanced options may be available to you. We offer a Plan Design Review to our friends in higher education. This analysis includes an audit of your retirement plan design, benchmarked against similar schools across key areas including:
- Use of Fiduciary Best Practices
- Competitive Plan Design & Contract Review
- Service Provider Pricing
- Investment Analysis for Cost, Performance and Liquidity
Request a Plan Design Review
Please submit the form below to request a Plan Design Review. Note: required fields are denoted with an asterisk (*).