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Plan Design Created with Sketch. Plan Design

Optimizing your plan means starting with the end in mind—knowing what your goals are and then designing the best plan to achieve them.

Whether you have a traditional Defined Benefits (DB) plan, a frozen pension plan, or a Cash Balance plan, we can help design an efficient retirement program that mitigates risk and delivers affordable and meaningful benefits to employees.

Our Approach To Plan Design:

We design plans that align with sponsors goals and objectives.

FULLY CUSTOMIZABLE

We work with your team to design a plan that meets your firm’s unique needs, leveraging our knowledge and experience.

LONG TERM FOCUS

We design long term solutions to your plan needs that align with your goals and objectives.

REDUCE RISKS

We believe that DB plans can be designed with minimal risk to both employees and employer.

MINIMIZE VOLATITLITY

Volatility is the number one issue for plan sponsors, and that is why we design plans that ensure consistent expenses year over year.

ECONOMICAL

Our designs take advantage of automation reducing long term operational costs or cost related to poor funding.

FLEXIBLE

We can design a plan to meet the specific benefit or deferral needs of different groups of employee/owners.

Explore our Plan Design Solution

Our Designs minimize volatility, stabilize costs and contributions for plans sponsors, and foster a more appropriate sharing of risk between employers and employees.

PENSION FORENSICS

Our Pension Forensics analysis provides an independent overview of your company’s plan to identify possible future actions to mitigate risk and lower costs.

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CASH BALANCE AND HYBRID PLANS

We are specialists in Cash Balance (CB) plans, which integrate the advantages of Defined Contribution plans to provide sponsors with stable costs and less risks.

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QUALIFIED DEFERRAL PLANS

Qualified Deferral Plans, which allow for higher contributions in a qualified retirement program, offer excellent opportunities for wealth accumulation.

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Contact Brian Donohue

Brian is here to answer your questions on how our Plan Design solutions can better support your needs.

Contact Brian