Plan Design

Structured to meet your business objectives.

A retirement plan serves many purposes, from meeting your tax objectives to attracting and retaining valued employees. Selecting, customizing and implementing a plan requires more than checking boxes on a form. It should be equal parts art and science, and always collaborative.

Individualized Design Consultation

Whether you’re starting a new plan or redesigning an existing one, our professional staff will guide you through each step of the process starting with a consultation, so we can fully understand your business and its unique needs. Some of the business intelligence we gather includes:

    • Plan sponsor’s goals and objectives
    • Employee demographics
    • Company profitability
    • Average length of service
    • Employee eligibility
    • Plan entry dates
    • Vesting schedules

Purpose-built retirement planning begins here.