Analysis and Design of a Plan

Once we've determined that a pension or profit sharing plan is appropriate and feasible for your company, we'll help you choose from the following types:

We then design and draft all plan documents and participant disclosures for your review and signature.

If you have an existing qualified plan and would like us to handle its future administration, we will provide an analysis of the current plan design. If necessary, recommendations will be made to correct or amend the plan to insure that your company objectives and cost limitations have been met.

Each year, based on the employee census and trust accounting information you supply, we then calculate the minimum, optimum, and maximum allowable plan year contributions. Once the annual funding is complete we produce a complete administrative package for your plan.

Finally, we will help you monitor, review and evaluate the plan after it has been in operation to make sure it is working well and to see if any changes are needed.