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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.


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.

Sample of our plan transition process

Already have a plan you would like us to review?

We can benchmark your qualified plans like a 401k plan side by side using reputable providers so that when they compete, you are the clear winner in the end. We provide investment advice, education and guidance for the plan sponsor and the participants.  We also assist the plan sponsor with day to day operational support of their plan reducing the chances of costly mistakes.

1 2018 EBRI Retirement Confidence Survey. Amounts exclude the value of a worker’s primary home and any defined benefit plans.

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