Plan Design

We partner with clients to solve specific issues ranging from special-project support to complete plan design. We are experts in all types of employee benefits plans, including defined benefit retirement plans, defined contribution retirement plans, health & welfare plans, non-qualified plans, and many others. Representative projects include strategic plan design, retirement adequacy studies, historical data cleanup, regulatory updates and audits, one-time benefit calculations, due diligence and oversight of acquisitions. We evaluate benefit provisions and costs against your business objectives and provide options and recommendations as appropriate; we also address complex plan issues with practical solutions. We have extensive experience in the administration of benefit plans and ensure plans are crafted to maximize administrative quality while minimizing costs.

This service is available for the following benefit plan types:

Defined
Contribution
Defined
Benefit
Health &
Welfare
Non-Qualified