Review Your Different Plan Options With a Retirement Plan Consultant
Every company has different goals and objectives. Your retirement plan should reflect that. Does your plan offer the maximum benefit to you?
Warren Averett’s retirement plan consultants can evaluate and recommend a design that will meet your goals. If you offer a Simplified Employee Pension (SEP) or a simple plan (or if you don’t currently offer a retirement plan of any kind), a review of the different plan options could be a tremendous advantage to your organization. One of our retirement plan consultants can walk you through what’s in your company’s best interest and make recommendations for your employee benefit goals.
Even if you already have a retirement plan, it’s still beneficial to review employee benefit plan options every few years to ensure that your plan design is optimized and that the fees are reasonable. As your business matures, your business plan should too. Your company’s retirement plan is no exception.
Our retirement plan consultants can recommend plan amendments or termination when warranted. We can assist with determination of eligibility, vested benefits for each employee and your unique compliance requirements. We can also work with any investment advisor a trustee chooses.