Simply Better Plan Design

Simply Better Plan Design

Plan design assessments that strive to increase an employer’s benefits return on investment (ROI) while enhancing participant retirement outcomes

Plan Design is a critical element to plan success. A corporate retirement plan should be designed to meet the needs specific to that organization’s circumstances, goals and cost considerations. Thoughtful plan design can foresee future issues and address issues related to participation, top-heavy status, improved benefits to owners and key individuals, tax planning and employee retention.

Our process will review current plan design as well as explore defined contribution and defined benefit plan options, including safe harbor, profit sharing, ESOP, cash balance and non-qualified deferred compensation plans.