Plan Design And Consulting
Our plan consulting team can offer you a variety of options for your plan design, whether you are starting a new plan or updating your existing one. Plans are designed on an individual basis with the company's goals in mind. We can provide a detailed analysis at no cost to you by illustrating how the retirement plan can benefit your employees as well as the company. The company will be able to take a tax deduction and reduce their tax liability by increasing contributions in a retirement plan.
We will provide comprehensive consulting and plan design to meet your retirement plan needs and objectives. We can also provide consulting to you in regards to plan features, investment providers and fiduciary responsibilities.
We believe in earning your trust and confidence and hence we do not charge for plan designs. Once you are happy with what we have designed, you can then decide if our design meets with your company's needs and budget.