401(k) Planning

Our 401(k) Planning Process

We have no allegiance to any insurance or plan provider. We work to negotiate extremely competitive rates from financially sound insurance and plan providers, using our extensive experience and contacts.

1. 1Confidential Fact Finder

   Get to know you

   • Establish objectives
   • Gather information
   • Review existing plans
   • Complete census

2. 2Stress Test

   Determine where you are today

   • Develop a picture of your current plan
   • Make observations
   • Identify issues and problems

3. 3401(k) Plan Blueprint

   Design your plan

   • Consider all alternatives
   • Obtain competitive quotes
   • Establish funding levels
   • Select plan

4. 4Implementation

   Implement chosen plan

   • Execute documents
   • Initiate underwriting process
   • Conduct employee briefing
   • Implement funding
   • Engage third party administrator

5. 5Review Completed Plan

   Confirm plan implementation

   • Provide online access
   • Deliver plan binder

6. 6Annual Review

   Keep your plan on track

   • Monitor plan performance
   • Add new participants as necessary
   • Update plan as necessary