Plan Design Assistance
Choosing the right plan is crucial. There are several types of retirement plans, with different legal requirements and regulations. We work closely with you to determine which type best suits both your short and long-term goals. We will help you design a retirement plan with your specific needs in mind and help you understand your choices, define the specifics and design a package that appeals to your employees and your bottom line.
We will discuss your goals for the plan for your needs as the business owner and the benefits you intend to offer your employees. We will work with your third party administrator to help you design a plan to accommodate those needs.