Plan Design

With many of the most important decisions related to retirement plans made at inception, ongoing plan reviews help ensure the changing needs of the business and the growth of plan assets are being met.  A plan’s structure should be customized to the specific needs of the business and it is important that every plan is in compliance with existing (and evolving) ERISA guidelines.  Consulting with a qualified retirement advisor during the design phase is key to ensuring the overall optimization and customization of your company’s retirement plan today and over the life of the plan.