12110 Sunset Hills Road Suite 340
You want the best for your employees. But a great plan that attracts and retains loyal employees should also reduce your administration responsibilities, minimize fiduciary liability and improve plan participation and deferral rates. We can help you design the plan that achieves your company's needs and objectives.
Benchmarking your key plan design features vs. industry peers, consultation relating to executive benefits and evaluation of the design of your overall retirement program.
Periodic review of employer objectives relating to eligibility and employer contributions, along with ease of administration
Review the use of “auto” provisions, loans and other variables which when used properly, can help give participants a better chance of retirement success.
We've gathered a handful of useful articles, calculators and videos that will help you navigate the steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.