Qualified Plan Design
Retirement readiness is a hot topic because a lot of workers struggle to save.
- 45% of workers have less than $25,000 in savings and investments.1
- 25% say they have less than $1,000.1
Design a benefits package to attract high-quality employees—and keep them—no matter what your business’s size. We assist companies with creating the customized qualified plan designs and facilitate competing with top carriers for the best offerings. Now, research and results show the power of plan design. And participants are making better decisions with help from new types of education and engagement.
Solutions >
Find total retirement solutions under one roof.
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401(k) & 403(b) Plans for Employees
Defined contribution plans with comprehensive services and institutional-quality investment management.
Employee Stock Ownership Plans (ESOPs)
Offer a shared interest in your company’s future.
Nonqualified Deferred Compensation (NQDC) Plans for Employees
Extra savings for your key employees, beyond qualified plan limits
Defined Benefit (DB) Employer Pension Plans
Reward loyalty and provide additional financial security.
Pension Risk Transfer
Guarantees for your employees and your business.
