PLAN DESIGN AND CONSULTING
PLAN DESIGN
As a full-service consulting and administration firm, Pension Associates offers a range of solutions for retirement plan problems. We can:
- Design a new plan
- Review an existing plan, making recommendations to optimize it for your situation
- Prepare plan documents required by the IRS
- Prepare the Summary Plan Description for distribution to participants
- Prepare customized enrollment and administrative materials
All this work is grounded in a thorough understanding of your business and goals. We don’t believe that a one-size-fits-all philosophy leads to successful retirement. Instead, we understand that the best outcomes are achieved with thoughtful strategies and professional, experienced guidance.
PLAN DESIGN
As a full-service consulting and administration firm, Pension Associates offers a range of solutions for retirement plan problems. We can:
- Design a new plan
- Review an existing plan, making recommendations to optimize it for your situation
- Prepare plan documents required by the IRS
- Prepare the Summary Plan Description for distribution to participants
- Prepare customized enrollment and administrative materials
All this work is grounded in a thorough understanding of your business and goals. We don’t believe that a one-size-fits-all philosophy leads to successful retirement. Instead, we understand that the best outcomes are achieved with thoughtful strategies and professional, experienced guidance.
CONSULTING
Pension Associates experts are also available as consultants, offering a range of opportunities to clients who are looking for specific solutions.
THESE SERVICES INCLUDE:
Plan amendments, terminations, and mergers
Assistance with IRS and DOL audits
Assistance with changes to plan design
Performance of special plan or participant benefit studies and projections
⭘ WHAT PROBLEMS CAN WE SOLVE? LET’S TALK.
We frequently work with people who know they need assistance, but don’t know what that assistance should look like. We think that’s the perfect time to call in an expert.
You don’t have to have the answers—or even know what the question is. We can figure it out together.
National reach,
with a personal touch.
⭘ LET’S GET STARTED!
