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Plan Design

Many companies are left wondering if their retirement plan aligns with their company's values and goals.  It is possible to take an average plan and make a great plan with thoughtful plan design.

  • We integrate the knowledge and insights of our retirement experience to increase an employer’s benefits return on investment (ROI) while striving to enhance participant retirement readiness.


  • Our process begins with calculating estimates for retirement plan readiness and costs for employees who are financially unable to retire. We focus on prescriptive solutions that can help reduce your hidden liabilities while staying on budget.

  • The scope of our plan design capabilities include the following:
    • Retirement income replacement projections
    • Plan demographic cost assessment
    • Plan design changes
    • Benefit program assessments
    • Benefit design changes to improve employee services and cost sharing
    • Negotiate service provider contracts
    • Integrated plan and benefit fulfillment

Submit the form below to discuss your plan's design.

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