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Crafting the Perfect Retirement Plan

Crafting the Perfect Retirement Plan

Incorporating science into the art of the problem.

Retirement plan consultants at Independent Actuaries, Inc. frequently present information about finding the right retirement plan solution for your client. For this special presentation, they delve into the ingredients needed to satisfy every client’s thirst.

For example:

  • Understanding the Thirst – Motivations, Traditional and Alternative
  • Basic Ingredients – IRS Code, Rules and Regulations, Plan Sponsor, Plan Documents, Investments
  • The Art of Brewing – Plan Options
  • Fermentation – Government Filings, Participant Notice, Annual Admin/Valuations, Funding, Changes to Employee Demographics/Business Goals

Below is a preview of the presentation. If you would like more information on this topic, please contact us!

Download (PDF, 460KB)

Other Resources:

Retirement Plan Decision Tree

Retirement Plan Solution Examples