[Simple decisions with big impact]
Constructing an appropriately designed plan gives your organization the ability to impact results without forcing behaviors. We work with plan sponsors to develop a plan design that meets your organization’s unique objectives while also maintaining DOL and IRS regulatory requirements. Our team stays current with industry standards and provides guidance to help ensure your organization will have competitive benefits compared to your peers.
Constructing an appropriately designed plan is key to providing your employees with the opportunity to achieve their retirement goals. We understand how various plan designs can be used to create a retirement plan that meets your company’s unique objectives while also maintaining DOL and IRS regulatory requirements.
Our Plan Design Review Report Includes:
- Competitive Analysis of Benefits Offered
- Analysis of Expected Outcomes of Current Plan Design
- Impact of Plan Design Provisions on Cost to Administer
Request a Plan Design Review
Please submit the form below to request a Plan Design Review. Note: required fields are denoted with an asterisk (*).