The Retirement Team helps Employers
Start a new plan:
- Based on the Employer’s objectives, we prepare plan design options for the Employer’s approval.
- We draft Plan documents for review by the Employer and the Employer’s counsel.
Improve existing retirement programs:
- As the Employer’s objectives evolve, we help develop compatible plan modifications, employee communications, and annual fiduciary reviews.
- The Retirement Team experienced, qualified professionals provide a full range of operational and technical compliance services for both Defined Contribution and Defined Benefit plans.
Close down a plan at the end of the plan’s useful lifetime:
- Plan termination using IRS and PBGC procedures ensures that contributions and benefits retain tax-favored status.