ERISA Plan Design & Analysis

• Comprehensive fact finding to determine sponsor goals and
  objectives
• Analysis, planning and design of client’s retirement plan
  provisions (Qualified and Non-Qualified).
• The purpose of the design will be to optimize the plan based
  on the stated objectives of the plan sponsor and its representative(s).
• Deliverables will include:
  • Written report to include analytical scenarios. 
  • Recommendation and implementation of most appropriate plan design
    options