Achieving success with a retirement plan involves more than just providing traditional advisory and investment services. At SevenHills Benefit Partners, we take a proactive approach to addressing the challenges that employers face in managing a retirement plan, while also striving to ensure that employees are able to achieve their financial goals.
Aligning plan design with the goals and objectives of the organization can be an effective way to attract and retain employees, and to provide long-term employees with a smooth transition from working to retirement. Some key plan design features to consider include:
- Automatic enrollment
- Safe Harbor employer contributions
- Class allocation profit sharing contributions
- Eligibility requirements that are aligned with the organization’s hiring practices
- Strategic matching formulas to encourage successful participant outcomes
Our Retirement Plan Advisors
Tony Black, CPFA, AIF, RPA
CEFEX-Certified Retirement Plan Advisor
Matt Voecks, CPFA, AIF, RPA
CEFEX-Certified Retirement Plan Advisor
