Our Retirement Plan Feasibility Study is designed to help plan sponsors make sure their plan is operating as effectively and efficiently as possible from a plan sponsor as well as a participant perspective.  The study provides a comprehensive analysis to determine if your plan design, participant education, investments strategies, services and costs are appropriate for your plan needs.  Our goal is to customize a retirement plan exclusively for your business.

 

Review Items for Retirement Plan Feasibility Study

• Plan & Trust Documents

• Adoption Agreement

• Latest Form 5500

• Latest Plan Testing Results

• Annual Plan Valuation Report

• Latest 408(b)(2) Disclosure

• Administrative Services Agreement & Fee Schedule

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The regulations and compliance with ERISA can be complex and changes are frequent.  As a plan sponsor this study provides you with a thorough evaluation of your plan to ensure that you are meeting your fiduciary responsibilities.