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401(k) and Retirement Plan Design

Designing qualified business retirement plans that fit your goals

When it comes to qualified retirement plans and 401(k) plans, it is important to understand your business goals before designing the plans. For some companies, the goal may be to maximize contributions to select employees or provide varying levels of benefits to different groups of employees. Others may wish to simplify their plan design to make compliance easier or to design their plan to encourage employee participation.
Whatever your company’s goals, our retirement planning consultants have the experience and expertise to help you design a retirement plan or a series of complementary plans that can play an important role in your overall strategy for attracting and retaining the most talented people, as well as planning for your own retirement and maximizing your tax benefits.
If you already have retirement plans in place, we can take a critical look to see if those plans are helping you meet your goals.

Ensure your retirement plan administration satisfies IRS and DOL rules

Our CPAs, attorneys, and retirement planning consultants can help you design creative plans that will meet your goals. Examples of the types of plans we work with are 401(k) plans, 403(b) plans, 457(b) plans, SIMPLE plans, and SEP plans. No matter which retirement plan your organization uses, we will ensure that it complies with the numerous requirements outlined by the Internal Revenue Code and/or ERISA.
We will put the retirement plans through a series of tests to ensure that elements like employer contributions, coverage, and salary deferrals satisfy the relevant Internal Revenue Service and the Department of Labor rules.
You can depend on us to supply you with the mandated employee communications about the retirement plan services and a process for plan contribution allocation.
We understand how important finding the right qualified retirement plan is to your future. When you bring us your retirement wishes, our retirement planning consultants will help you find the right retirement plan to reach your goals.