Plan Design

Did you know?

The number one cost in a retirement plan is not the fees...it is employer contributions.

How do you lower your contribution costs and maximize your 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 value proposition

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. 

Ready to talk?

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