RETIREMENT PLAN FEASIBILITY STUDY
Our Retirement Plan Feasibility Study is designed to help plan sponsors make sure their plan is operating as effectively and efficiently as possible from a plan sponsor as well as a participant perspective. The study provides a comprehensive analysis to determine if your plan design, participant education, investments strategies, services and costs are appropriate for your plan needs. Our goal is to customize a retirement plan exclusively for your business.
Review Items for Retirement Plan Feasibility Study
- Plan & Trust Documents
- Adoption Agreement
- Latest Form 5500
- Latest Plan Testing Results
- Annual Plan Valuation Report
- Latest 408(b)(2) Disclosure
- Administrative Services Agreement & Fee Schedule
The regulations and compliance with ERISA can be complex and changes are frequent. As a plan sponsor this study provides you with a thorough evaluation of your plan to ensure that you are meeting your fiduciary responsibilities.