Design
& Consulting
At Retirement Planning & Administration, we recognize that a successful retirement
plan means accurately identifying the company’s specific
needs and goals before a plan design is recommended. Our
process is structured to explore all available alternatives
in crafting a plan design that encourages employee participation
while meeting the plan sponsor’s objectives.
Our
expertise and experience allows us to recommend a myriad
of plan design features including the traditional 401(k)
profit sharing plan to designs that entail cross-tested
and age-weighted tiered compensation structures as well
as safe-harbor allocations. In addition, we also have extensive
knowledge and experience with ESOPS, Defined Benefit, Phantom
Stock and Non-Qualified Deferred Compensation plans.
