Plan Design

Newly Established Plans

Our consultants work directly with our clients and any other advisors to assess each situation and establish the retirement plan that best fits the client’s objectives and needs.

We can provide studies of costs and benefits of different types of retirement plans, including defined benefit, defined contribution, age-weighted, new comparability, cash balance, and floor-offset plans.

We will recommend the best plan design and perform any necessary testing to ensure compliance with applicable portions of the Internal Revenue Code.

Plan Redesign

We can review benefit provisions and projected financial costs to ensure that the plan is meeting your goals for retirement planning. In some cases, we may recommend amending future benefit provisions to align with your objectives.

Contact us today to set up a customized plan for your business or to explore the possibility of redesigning your existing plan to better meet your goals.

Read about our Plan Documentation Services →