Plan success requires more than just a traditional suite of advisory and investment services. We proactively and consistently address the challenges employers face in managing a retirement plan while striving to maximize employee success.

Aligning plan design with the goals and objectives of the organization can be a powerful tool to recruit and retain employees, and to reward long-term employees with a successful transition from working to retirement. We believe the following plan design features should be discussed with each plan sponsor:

  • Automatic enrollment
  • Safe Harbor employer contributions
  • Class allocation profit sharing contributions
  • Eligibility requirements that are aligned with the hiring practices of the organization
  • Strategic matching formulas to drive successful participant outcomes

Our Retirement Plan Advisors

 

Tony Black
Tony Black

Certified Retirement Plan Advisor
RPA, AIF CEFEX


Matt Voecks
Matt Voecks

Certified Retirement Plan Advisor
RPA, AIF CEFEX





View Certificate