Plan Design

What are your organization's primary objectives for offering a retirement plan?

  • Maximize retirement savings for the business owners
  • Attract and retain valuable employees
  • Provide a flexible, cost-effective benefit program

We will help you evaluate your current plan. If we determine your current plan is not meeting all of your company's objectives, we will work with you to negotiate changes with your current service providers, or we will coordinate a search process for possible alternative providers.

If you are establishing your organization's first retirement plan, we can help you determine which retirement plan design will be most effective for your situation.

Please contact us with your questions or to schedule a meeting via email or at 508.598.1082.