Plan Design Solutions

Written by: Christie Cheng

Categories: Plan Advisory and Co-Fiduciary Services | Plan Consulting | Third Party Administration

Here at Retirement Solution Group, we focus on employee education and creative plan design. If you are having a problem with your employer retirement plan, here are a few creative solutions to help you maximize your benefits. If you would like to connect please give us a call (866) 352-7731.

Plan Design Solutions from Retirement Solution Group

Have Questions?

We have answers. Whether you're an existing client or just need to get some expert advice, we'd love to hear from you.

Let's Connect

More Like This

Why All This Talk Lately About Mega Backdoor Roth’s?

A Mega Backdoor Roth lets you maximize your savings while minimizing your taxes and in the process you could put away substantially more. Understanding just these few key points about how it works as well as when and for whom it works best will help you know if this retirement plan option is right for you.

Tis the Season. Consolidation Season.

In a year filled with uncertainty, moving your orphaned retirement savings to your current employer’s plan keeps your accounts in one place and makes it easy to manage it more […]

How to Approach a Recordkeeper RFP: Breaking Down the Process from A to Z

Knowing exactly how to find the 401(k) plan recordkeeper that’s right for you is important. Learn How to begin an RFP • How to break down the responses you receive • How to effectively evaluate the various recordkeepers and ultimately make a prudent fiduciary decision.