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During this initial stage, we investigate what is motivating the plan sponsor to institute, or change, a retirement plan. These factors include in-depth knowledge of your company, your corporate culture, your retirement plan objectives, the demographics of your employees and finally plan benefits and the cost of providing those benefits. Retirement Solutions will review your current plan and plan provider's features and look for opportunities for improvement such as plan design, technology, reporting, and assistance with 404(c) compliance. Our Plan Suitability Review includes, but is not limited to:


  • Cost containment
  • Plan Benefit analysis comparing design features and drawbacks of:
    • Traditional Profit Sharing Plans
    • Traditional 401(k) Plans
    • Safe Harbor 401(k) Plans
    • Cross-tested Plans
  • Plan cash-flow analysis

We have the systems and specialists to administer any corporate retirement plan:


Look at all the types in a side by side chart:      Retirement Plans Comparison Chart