Plan Design and Evaluation

Whether considering a new plan, or evaluating an existing one, you need to be aware of the many options that are available, and how each of those options will impact your finances and tax position. We can help you evaluate your choices and determine if they are the right fit, then help you execute the plan.
 
With the aid of our client questionnaire, we clarify your goals and objectives. At the same time, we assess the interest level of the participants by analyzing the results of our participant survey. We use this information to recommend which plan best meets the goals of both employer and employee, while ensuring that the plan is affordable, in compliance, and that the plan sponsor feels an excellent sense of comfort as the fiduciary.
 
Our expertise in employee benefits plan administration covers both small and large plans, and all types of plans. And since we are not affiliated with any financial or investment institution, we are pleased to work with your existing broker or financial advisor. If you don’t already have a broker, we can recommend or help you select a firm that meets your needs and deserves your trust.