The number one cost in a retirement plan is not the fees...it is employer contributions.
Smart plan design will save you money on your retirement plan. For example, requiring last day rule as a plan provision will save you money by not paying terminated participants a match or profit share contribution.
Different plan options, like cross-testing or adding an additional cash balance plan will allow the maximization of contributions.
Our competitors want to provide you the basic plan provision options because it is operationally easier for them. We go through every option with you to make sure you're saving money and maximizing contributions. Your retirement freedom comes before our operations.
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