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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

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.

Securities offered through: AGES Financial Services, LTD. Member FINRA/SIPC/MSRB.

123 Haven Street, 2nd Floor, Reading, MA 01867 (781) 933-6100

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