Retirement Plan Checkup

We have offered retirement plan checkups throughout our history. Our experience with real world plan situations and our experience in the administration and design of plans put us in the position to offer substantial improvements in how existing plans operate virtually every time we review a plan.

We have particular expertise in the design of smaller plans with the objective of maximizing benefits for business owners while minimizing plan costs. Costs include administration fees, investment charges and required employer contributions for employees.

The information that we need includes a copy of your current Summary Plan Description and the basic information contained in our Confidential Employer Survey Form. You may access a copy of our CESF at the following link.

Confidential Employer Survey Form