Plan Design

Custom Plan Design

  • 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 been able to improve employee participation and success?


Every organization is unique. The design and arrangement of retirement plans is no different. What do you lose when you are treated like everyone else?


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.