Retirement Plan Consulting

We provide plan solutions tailored specifically for your organization. Our benefit consultants guide you every step of the way—from needs analysis to choosing an investment strategy. We can assist you in developing the following programs:

• 401(k), 403(b) and 457
• Money purchase pension plans
• Profit sharing plans
• Employee stock ownership plans

Defined benefit pension plans are a valued benefit for long-service employees. Our benefit consultants work with you to develop an attractive benefit program that also addresses your responsibility to manage investment risk and financial obligations. Plan designs include:

• Traditional pension plans
• Cash balance plans

Competition for top managers is fierce. In many instances, even a generous annual salary is not adequate. Our benefit consultants provide comprehensive solutions for a range of supplementary retirement and incentive plans including:

• Nonqualified plans
• Employee stock ownership plans
• Profit sharing plans