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Understanding the goalFor some business owners, the goal of a retirement plan may be to maximize the contributions to key employees. Others may wish to provide a greater benefit to the older employees of the company. Whatever your goal, we have the expertise to assist in designing the best plan to meet it.
In addition to designing customized retirement plans, we can perform complex testing where there are multiple plans, controlled group situations, or sophisticated contribution allocation formulas. You can also benefit from the following services:
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Plan document preparation and restatement
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Plan amendment preparation
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Compliance testing
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Employee communication
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Plan contribution allocation
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