10 Grand Central 155 E 44th Street
12 th FL
New York City,
Qualified Plan Design and Transition
You have the power to increase retirement readiness
Qualified Plan Design
Retirement readiness is a hot topic because a lot of workers struggle to save.
Find total retirement solutions under one roof.
401(k) & 403(b) Plans for EmployeesDefined 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 EmployeesExtra savings for your key employees, beyond qualified plan limits
Defined Benefit (DB) Employer Pension PlansReward loyalty and provide additional financial security.
Pension Risk TransferGuarantees for your employees and your business.
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.