Plan Design

Your organization is unique, and your retirement plan should be as well.

There are many variables to be considered in designing your plan, whether you are reviewing your existing program or starting a brand new one.  From eligibility to vesting, contribution types to allocation options, we guide you through the process of evaluating numerous features to arrive at a design that best suits your employee group and your overall goals and objectives.

When changing legislation makes new plan features available, rest assured we will bring this to your attention and assist you in determining the best path forward for your plan.