Structuring the Plan
Together we will structure your plan to align employee needs with employer objectives.
Structuring the Plan
Unlock the potential of your business with a tailored retirement plan.
We’ll work with you to create a comprehensive approach to effectively structure your plan.
Assess Business Goals and Workforce Demographics
- Identify your Objectives:
- Attracting and retaining talent
- Increase employee productivity
- Provide business tax benefits
- Participant demographics
- Financial profile of employees
- Evaluate Options
- Defined Contribution
- 401(k) and P/S Plan, ESOP, SIMPLE IRA, etc.
- Defined Benefit
- Pension Plans
- Defined Contribution
- Professional guidance and advice for your plan
- Navigate regulatory requirements
- Determine auto enrollment levels
- Establish employer match structure
- Evaluate vesting schedule
- Investment committee framework
- Guidelines for selecting and reviewing
- Coordinate plan implementation
- Employee education workshops
- Annual plan notices
- Plan operations and documentation
- Annual committee meetings
Our Advantage
Tell us your financial aspirations, and we’ll handle the rest
Our team actively manages your portfolio using tailored strategies that maximize returns and minimize risk — providing you with reports and insights every step of the way.