Retirement Plan Design Review
As your company grows and changes, the plan might begin to cost more than planned,
or the contributed expense might increase at a faster rate than expected. Even if
your plan administration is performed elsewhere, SVA Plumb Retirement Plan Services
can act as an independent consultant by reviewing your most recent annual reports
and your plan document.
Many employers start out with a simple, pro-rata profit sharing plan. We have been
a pioneer in our region by using cross-tested and age-weighted plan designs long
before most providers. If there is a better formula available to me your needs,
or there are strategies to improve your areas of concern, SVA can give it a fresh
eye and make those recommendations.
To learn more how SVA Plumb Retirement Plan Services can assist your organization,
contact us at (888) 856-8801.