Plan Design and Plan Document Consulting

The cornerstone of any successful company-sponsored retirement plan is its design. An intelligent plan meets your company and staff needs while incorporating safeguards that help you avoid fiduciary and compliance hazards. We have the expertise to create and maintain that winning plan. We can use our state-of-the-art document generation system to prepare your plan, or, if you prefer, we can consult with your attorney to draft an individually designed plan.