Plan Design & Consulting

We Recognize Every Business is Unique

And every business owner has their own specific objective in sponsoring a retirement plan. We start right there.

Our experts will get to know your business and your goals before we begin to offer solutions.

Only once we know where you want to go will we offer our expert guidance to get there. We believe you deserve a customized approach, a plan designed to meet your specific needs and goals. And we can draw from our quiver any plan type to meet your need:

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401(k)

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Profit-sharing

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Safe Harbor 401(k)

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Defined Benefit

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401(k) Cash Balance Combination

We partner with some of the biggest retirement plan recordkeepers in the country. This offers us a level of flexibility and creativity many TPAs can’t—or choose not to—offer. We don’t put clients in pre-determined boxes. We guide each client to the right solution to meet their needs, not ours—and that’s a differentiator our clients value.

Implementation

Our team will ensure a smooth transition, taking care of the details so you can rest easy, confident your plan and employees will be well taken care of.

After implementation, Executive Retirement Plans will continue to perform the necessary plan administration services designed to ensure the financial security of your plan. We will monitor legislative changes, adjusting and modifying your plan to ensure your plan—and you as plan sponsor—stay on the right side of all regulatory concerns.

We’re obsessive about our clients’ goals