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401k & Retirement Plan Design

When it comes to qualified retirement plans and 401(k) plans, it’s important to understand your business goals before designing the plans. For some organizations, 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.

We 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.

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Our Team

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'll ensure that it complies with the numerous requirements outlined by the Internal Revenue Code and/or ERISA. We understand how important finding the right qualified retirement plan is to your future.

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Joseph Rankin Partner, Employee Benefits Consulting Practice Leader