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QUALIFIED PLANS:

PLAN DESIGN


There’s no one-size-fits-all solution for retirement plans; plan design needs to be tailored to each company’s individual situation.

We take an active role to help develop a benefit plan that’s right for you, your company and your employees.

Whether you need a plan designed to maximize contributions, increase participation or satisfy testing requirements, you need to understand the basics of plan design and be able to evaluate your plan based on your company's specific goals.

Working with a knowledgeable advisor can help.

PLAN DESIGN BASICS

COMPENSATION

CONTRIBUTIONS

VESTING

DISTRIBUTIONS

LOANS

ADVANCED PLAN DESIGN

AUTO-ENROLLMENT

AUTO-ESCALATION

ENHANCED MATCH FORMULAS

CASH BALANCE PLANS

RE-ENROLLMENT

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