
Retirement Plan Consulting
From plan design to ongoing administration, we help you build and maintain retirement solutions that strengthen your business, support your employees, and simplify your compliance responsibilities.
Let’s Build a Stronger Tomorrow Together
A well-designed retirement plan does more than secure your team’s future—it builds a foundation for your company’s growth and success. As your business advisory partner, we help construct retirement solutions that work as intelligently as you do, combining smart plan design with careful administration to create lasting value for your organization and your employees.
How We Help
Our retirement plan consulting team brings together specialized knowledge, careful stewardship, and a commitment to building lasting relationships. We work alongside you to:
Plan Design & Customization
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- Create flexible, customized retirement plans that align with your business goals
- Evaluate your unique business factors including profitability, cash flow patterns, and workforce demographics
- Design strategic 401(k) and cash balance plan combinations to optimize retirement contributions and tax benefits
- Build solutions that attract and retain top talent
Administration & Compliance
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- Quarterback annual administration to ensure your plan remains compliant with IRS Regulations
- Provide representation before the IRS and Department of Labor if needed
- Work seamlessly with leading retirement plan recordkeepers to ensure smooth administration, and a positive plan participant experience.
Ongoing Support & Service
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- Guide you through annual compliance testing and reporting
- Calculate employer match and profit-sharing allocations
- Prepare Form 5500
- Manage participant notices and distribution processing
- Deliver responsive administrative support when you need it
Group Plan Solutions
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- Brighter Way Group Plan Solution
- Multiple Employer Plans
Our Commitment to Excellence
Trust is built on accountability. Our retirement plan administration team holds CEFEX-ASPPA certification, demonstrating our dedication to industry best practices and fiduciary excellence.
Ready to Build Your Future?
Let’s work together to design a retirement plan that strengthens your business and secures your team’s future. Connect with our retirement plan consulting team to start building your custom solution today.
Our Service Leader
Testimonials from Retirement Plan Consulting Clients
Retirement Plan Consulting Insights
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