Choosing the right plan design is an important first step in the process. Beginning with an evaluation of your current plan, we will work with your team to determine the type of plan that best fit your needs and goals as an organization. Some of the considerations include: tax status, size of the organization, contribution strategies, and vesting preferences. As part of the due diligence process, we will secure proposals from a number of highly regarded plan administrators and work closely with your team to negotiate vendor fees and fair pricing for the services provided.
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