Plan Design And Implementation

If you are a business owner or employer interested in current tax deductions, future retirement benefits or creative employee reward programs, let’s talk.

If you need sophisticated benefit planning to meet specific demographics or personal financial objectives, we can do that for you.

Whatever the special circumstances and objectives may be, we create plans that best accomplishes each client’s goals. Selecting, customizing and implementing a plan can be a complex process, one that we can guide you through each step of the process. We offer innovative design techniques that include:

  • If we take over a plan already in existence, we review the plan provisions and recommend changes to fully meet the employer’s goals and objectives.
  • If a new plan, we tailored it to the needs of the owners, employees and the business itself.
  • We review the employer’s controlled group and/or affiliated service group situation.
  • We prepare plan documents as required by the IRS.
  • We prepare the request for an IRS determination letter, if applicable.
  • We prepare the required Summary Plan Description to be distributed to plan participants.
  • We prepare customized enrollment and administrative materials.
  • We conduct employee meetings to communicate the provisions of the plan.

For more information on Plan Design & Implementation, contact us today.