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, RPA, AIF
Tony Black, RPA, AIF

CEFEX-Certified Retirement Plan Advisor


Matt Voecks, RPA, AIF
Matt Voecks, RPA, AIF

CEFEX-Certified Retirement Plan Advisor





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