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Retirement Plan Design / Plan Documents

Retirement Plan Design / Plan Documents

We take the time to work with our clients and their advisors to tailor new plan designs to fit their unique needs.Our actuaries are directly involved in every stage of the pension plan design process, ensuring thoughtful plan structuring, clear communication, and ongoing support.
Each plan is customized to align with the specific objectives of the business. The types of plans we design and administer include:
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  •  Profit Sharing Plan
  • 401 (k) Plan (with or without Roth)
  • Traditional Defined Benefit Plan
  • Career Average Defined Benefit Plan
  • Cash Balance plan
  • Money purchase plan

As well as strategic combinations of these plan types to optimize retirement benefits and tax efficiency.

We specialize in designing loan-out retirement plans that coordinate with Defined Benefit plans sponsored by entertainment guilds, include SAG, AFTRA, DGA, PWGA, MPI, and other guild-sponsored plans.

As part of the plan design and implementation process, we provide comprehensive plan document services, supporting clients from plan inception through ongoing maintenance and custom changes. Our plan document service include:

  • IRS pre-approved documents
  • Custom document preparation complete with IRS submission (such as Minor Modifier filings)
  • Plan restatements to comply with evolving legislation and regulatory requirements
  • Plan amendments reflecting plan design enhancements and changes in business objectives

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