Retirement Plan Design

A great retirement plan provides your employees with high value and reduces your administration responsibilities.  Proper use of plan design features can also minimize fiduciary liability and improve plan participation and savings rates.

Our services include:

  • Competitiveness Reviews  – Benchmarking your key plan design features vs. others in your industry, consultation relating to executive benefits and the design of your overall retirement program
  • Plan Sponsor Best-Fit Analysis – Periodic review of employer objectives relating to eligibility, employer contributions, vesting and ease of administration
  • Design Optimization – Review the use of safe-harbors, “auto” provisions, loans and other variables which when used properly can help engage participants and give them a better chance of retirement success

 

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Ready to learn how Fiducia Group can become your trusted partner? Get in touch to learn more about our best-practices processes and what we can do for you. 

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