Design & Consultation

Design and Consultation

A well-designed retirement plan is a vital part of your company’s benefits package. Qualified Plans will work with you to design a retirement plan that fits your goals by helping you decide on plan provisions such as:

  • Profit Sharing
  • Company Match
  • Vesting
  • Eligibility
  • Plan Entry
  • Withdrawal Options

When offering a Defined Benefit plan, we tailor the plan by customizing the plan’s:

  • Benefit Levels
  • Cash Balance Credits
  • Distribution Options
  • Employee Eligibility and Entry

Qualified Plans understands your company’s need to change over time. Your dedicated plan consultant can provide guidance on:

  • Mergers
  • Acquisitions
  • Large Plan Audits
  • IRS/DOL Audits
  • Amending Plan Provisions
  • Administrative Efficiences
  • Administration Fiduciary Services