Pension Plans
Individualized planning, implementation and periodic
reviews give you answers, direction and peace of mind.
Our Pension Plan Design Service incorporates:
Unhappy with your current pension plan?
Consider these common problems.
- Review of any existing plans and benefits.
- Work with key people to establish objectives.
- Design an appropriate pension plan for owners, managers, and employees.
- Select investments that meet your risk tolerance, low expenses and security.
- Assist Plan Trustees to comply with US Department of Labor and Internal Revenue Service regulations.
- Provide communication material for management and employees
- Work with human resources to administer the plan efficiently.
- Be a resource for questions regarding administration, investments and design.
- Monitor the plan periodically to check that the Plan continues to meet objectives.
- Provide investment advice for plan participants.
