Plan Design

Our consultants help you understand the differences between available retirement plan types
and which best suits your business needs. Once you have chosen a plan type we will examine the various features available and incorporate those features in a way that will best benefit your employees. Following is an abbreviated list of plan designs and features that we regularly
recommend and manage:

Plan Design                                                                                                    
401(k) plans
Profit sharing plans
Money purchase plans
Taft-Hartley plan

Features
Automatic enrollments
Automatic step up
Safe harbor alternative designs
Roth 401(k) deferrals