Qualified Planning

  • Qualified Benchmarking

    Understanding how your retirement plan compares to industry benchmarks for expenses, performance and design is not only a good business practice, it is becoming a regulatory expectation. Based on our experience and industry resources, we will provide you with comparative data to document a sound due diligence process.

  • Qualified Design Assistance

    Sponsoring a qualified plan is a critically important step toward achieving retirement security for you and your employees. Choosing the right plan design elements will allow you to balance your goals for tax deferred wealth accumulation with the cost and complexity involved. Together with our plan specialists, we will help you to evaluate multiple plan design options and understand the impact they will have on you, your employees and the bottom line.

  • Qualified Employee Education

    Qualified plan benefits are most effective when they are thoroughly understood and properly utilized by plan participants. Quality benefits education is not a one-time event but rather a long term program to build awareness, understanding and appreciation. We will work with you to develop and deliver a comprehensive education plan across multiple media to help produce positive results.

  • Qualified Fiduciary Education

    As a retirement plan sponsor you face a sometimes bewildering array of regulations and responsibilities. It is important to find a source of trustworthy information to help you to manage your responsibilities and mitigate the associated risks. Let us help you to understand your options to develop an approach that works for you and your plan.