We take the time to understand your objectives and design a retirement plan program thatprovides your employees with the greatest value and, to the extent possible, reduces your administrative responsibilities.
Specific areas we focus on include:
- Employer contribution strategies
- Evaluation of qualification and eligibility issues
- Compliance with legislative changes
- Support services to help simplify plan administration
- Optimal use of safe harbors, such as 404(c) and QDIA