Retirement Plan Design

Not all businesses are the same.  Accordingly, not all retirement plans are the same.

In today’s economy, business owners demand careful planning and creativity to ensure that the design of of any plan meets their needs.  We work on all kinds of retirement plans – from solo 401ks to defined benefit plans and hybrid plans.  The key is to meet the goals and needs of plan participants over the long term.

We approach retirement plan design through a comprehensive process that involves the following steps:

  • Gathering specific facts about the owner/partner retirement goals
  • Understand the current employee census and demographics
  • Creating retirement objectives and goals
  • Analyzing any current retirement plan to determine sufficiency
  • Creating alternative design options to accomplish objectives
  • Conducting financial analysis of the plan options
  • Implementing new plan design and monitoring compliance

At every step of the process, we translate complex ideas into clear illustrations.  This way you can make an educated decision  on the plan that works for you and your business.

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