Plan Design Consulting
Plan success requires more than just a traditional suite of advisory and investment services. We proactively and consistently address the challenges employers face in managing a retirement plan while striving to maximize employee success.
Aligning plan design with the goals and objectives of the organization can be a powerful tool to recruit and retain employees, and to reward long-term employees with a successful transition from working to retirement. We believe the following plan design features should be discussed with each plan sponsor:
- Automatic enrollment
- Safe Harbor employer contributions
- Class allocation profit sharing contributions
- Eligibility requirements that are aligned with the hiring practices of the organization
- Strategic matching formulas to drive successful participant outcomes
