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.

Securities offered through: Advisory Group Equity Services, LTD. Member FINRA/SIPC.

444 Washington Street Woburn, MA 01801 (781) 933-6100