Plan Design

We feel that plan design is the most important starting point.  Our professionals will work with you to ensure that your retirement plan goals can be met.

We will work with your investment Committee and your record keeping professionals to:

  • help you establish goals
  • keep track of the changing laws
  • offer what we think is the best design for you
  • keep track of the ongoing needs for the plan with regards to amending the plan document
  • look at the results of the annual testing to ensure we can still meet the goals that were established
We will also secure full document writing and maintenance services from qualified professionals. 
 
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