Custom Plan Design
Unlike many of our competitors, we do not have a standard, one-plan-fits-all design. We work with you to develop specific plan provisions, customized to meet employer and employee needs. We have the technological capability to offer automatic plan features and web functionality to make life easier for your plan sponsors. Our expertise in plan design allows a leadership team to potentially contribute at higher levels than in the past.
- How integrated is the plan design with the overall goals and objectives of your client?
- Does the current provider find proactive ways to allow the business owner to benefit?
- From your perspective, has the current provider been a flexible partner with proactive design strategies?
- Has the plan design improved employee participation and success?
Connect with a Retirement Plan Services Professional to get started.