Plan Design Request

We would like to assist you in implementing a plan that would meet all of your current and future needs. Our design specialists can look at various options based on your financials and demographics to come up with the optimum plan design for your company.

401(k) and Profit Sharing plans can be designed with flexible features such as eligibility, vesting, profit sharing allocations etc. With proper plan design, a company can make a plan cost effective at the same time reward its employees through company contributions based on seniority and longevity.