Retirement Plan Design Assistance

One of the first areas that we address with our clients is the effectiveness of their qualified retirement plan. Our independence as a firm allows us to assist plan sponsor to review design and operational features and discuss potential enhancements to the plan. Since we take a holistic approach to analyzing all retirement planning options available to our clients, many times we find ourselves putting our knowledge in alternative retirement planning strategies to practice when appropriate.

The rules surrounding qualified retirement plans are complex. We have designed meticulous procedures to guide our clients through the numerous compliance processes necessary to ensure that our clients adhere to evolving regulation. In addition, we provide on-going education to the plan participants so that they better understand and appreciate the retirement plan.