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Plan Design

For a better understanding of your needs, our team begins the plan design process by a one-on-one meeting. We ask simple questions that include:

1. Who is the plan going to benefit?

2. What is the budget allocated for the retirement program? Do you want the different classes of employees to have different plans?

3. Would you want a 401(k) feature added to the retirement plan of your employees?

Even though all plans sometimes seem to be uniform, but in order to make yours unique, we review the demographics of your company. Some principals demand more funds allocated to their pension plan while keeping the welfare of the employees in mind. These kinds of needs make the plan unique and can be managed easily by us.

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