Plan Design
Is your plan designed to attract, retain and reward employees, provide maximum tax benefits and align employer contributions with your goals? We want to know and understand the needs of owners/employers and incorporate those needs into the comprehensive design of the plan.
- A plan that maximizes contributions for owners, employees or both
- Choice of employer contributions that may be required, matching or discretionary
- Understanding and selecting eligibility, entry date and vesting provisions
- Plan testing provisions that leverage employer contributions