Match Your Retirement Plan to Reflect the Company Mission.

A Company’s Mission Statement expresses its culture, values and agenda to the outside world as well as within the organization. When benefits duly reflect the mission, Employees are motivated to work with a higher sense of purpose and feel rewarded for their efforts. This leads to happier employees, more productivity and increased utilization of benefits like the Retirement Plan.

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401(k) Plan Design Review

The final year of your tri-cycle restatement period provides an opportunity to review and reassess 401(k) documents. It is an especially good time to look at these key features:
• Employer Contributions
• Automatic Features
• Roth 401(k)
• In-Service Distributions
• Joint & Survivor Annuities

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