Our 3 Goals for your plan
When we consult on a plan, or are asked to review a plan we always look for 3 core things that we try to improve on. First, does the plan work, will the plan as written allow for the employees to retire on time and for the participants to participate fully in the plan. Second we look at plan service, is there a way that we can help tweak or change the service model in order to help the plan work better for the participants and employers. Lastly we look at the plan design, are there structural changes that need to be made, are the various companies working on the plan in need of replacement, are the fees in line? A great fit for us is a client whom we can help improve the participation in the plan, increase the service level, lower fees and attract or retain high level talent for by adjusting their plan.