401(k) Plans
A workplace retirement plan is a benefit for your staff and a way to put money aside for yourself. It has to work as both.
Plan design is where the two purposes meet: who is eligible, what the company puts in, and what it costs to run.
We look at the plan you have, what it is doing for you and for your employees, and where the design is working against one of them.
What this covers
What a workplace plan involves
1
Who is eligible to join
2
What the company contributes
3
Testing and administration
4
Cost of running the plan
Talk it through before you decide anything.
Tell us where you are and what you are trying to protect.