- Retirement Benefits
- Plan Design & ERISA Consulting
We’re Experts in Plan Design, so You Don’t Have to be
Our experts are here to simplify the planning, execution and administration of your retirement plan. With the help of ERISA attorneys, credentialed consultants and actuaries, we can minimize redundancy and increase your plan’s effectiveness for the retirement you deserve.
- Reduce overall cost
- Create customized plans to meet your needs
- Navigate complicated requirements
- Identify and correct existing errors prior to audit
Explore the benefits of Safe Harbor 401(k)s plans and discover how they differ from traditional plans, making them easier for you to maintain long-term.
Your needs are unique, and so is our partnership. We leave no stone unturned when analyzing demographic and economic factors surrounding your plan, so we can deliver custom results for your business. Regular communications will keep you up to date on trends and regulations with easy-to-understand projections on how these changes may impact your plan.
Whether you’re interested in employee retention, recruitment or maximizing tax deferral, our experienced team will help you design a plan to maximize the options available to you.
- Management of specific projects
- Ongoing consulting
- Correct plan errors
- Evaluation of current retirement program and alternatives
- Due diligence in mergers and acquisitions
- Fiduciary consulting, including fee analysis
- Compliance reviews and self audits
- Representation in IRS and DOL audits
- Benchmarking of benefit programs against competitors
- Plan termination feasibility and implementation
Take the Next Step.
To learn more about our retirement services, contact us today by calling (800) 436-6689 or filling out the form to the right.