Plan Design

Custom Plan Design

  • How integrated is your plan design with the overall goals and objectives of your business?
  • Does your provider find proactive ways to allow you, the business owner, to benefit?
  • Are you allowed to ask questions and deviate from the way your provider "usually does things?"
  • Has your plan design been able to improve employee participation and success?


Every organization is unique. The design and arrangement of your retirement plan 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 benefits team. Our expertise in plan design allows your leadership team to potentially contribute at a higher level than in the past.