Consulting

Businesses grow, objectives change, and the suitability of certain benefit plans evolves.

Changes to how you do business can precipitate the need for anything from a small adjustment in your existing benefit plan to a wholesale reassessment of your program. Special consulting projects are one of Focus Pension’s specialties—and something you won’t get from a check-box approach to retirement planning.

Listen, Assess, Advise

Delivering distinct advice in a holistic approach to retirement planning is what we do. With more than 30 years administering qualified benefit plans, Focus Pension has the expertise to provide advice on a range of matters from plan redesign to repurchase obligation studies to voluntary correction programs and more. Whether you’re a one-man shop or an employer with hundreds of employees, we help you and your team navigate all of your retirement planning concerns performing services such as:

    • Repurchase Liability Studies
    • Correction programs
    • IRS and DOL audits
    • Plan design changes
    • Special plan or participant benefit studies
    • Projections

Purpose-built retirement planning begins here.