Designing a New Plan

Our first step in setting up a new retirement plan is understanding your client’s unique situation, strategy, and goals. Whether the company employs one person or more than one-thousand, we have the knowledge and experience to help you:

  • Design a retirement plan to meet your client’s needs.
  • Communicate the plan to employees and manage the implementation process.
  • Provide ongoing consulting, plan administration, and record-keeping services.
  • Assess the effectiveness of your current plan design.

To learn more about designing a new retirement plan for your client, request a proposal to discuss your needs.