Defined Benefit 401(k) Consulting

Photo by Aaron Burden

Navigating the complexities of Defined Benefit and 401(k) plans requires specialized expertise to ensure optimal design, compliance, and performance. Our Defined Benefit 401(k) Consulting services are geared towards helping businesses and individuals maximize their retirement benefits. Here’s how we support you:

  1. Plan Design – We collaborate with you to design a Defined Benefit or 401(k) plan that meets the specific needs of your business and your employees, optimizing for tax benefits and retirement goals.
  2. Regulatory Compliance – Stay abreast of the latest regulations with our comprehensive compliance support. We ensure your retirement plans meet all legal requirements, reducing the risk of penalties and fines.
  3. Investment Selection – We assist in selecting the right mix of investments for your 401(k) plans, tailored to the risk tolerance and retirement timelines of you and your employees.
  4. Funding Strategies – For Defined Benefit plans, we develop strategies to manage funding obligations efficiently, helping to ensure the financial health of your plan and security for beneficiaries.
  5. Performance Monitoring – Regular monitoring and reporting keep you informed about your plan’s performance, helping to make informed decisions about adjustments needed to stay on target with retirement objectives.
  6. Employee Education – We provide workshops and educational materials to help your employees understand their retirement options and how to maximize their benefits.
  7. Plan Conversion and Termination – Whether you’re considering transitioning from a Defined Benefit plan to a 401(k) or vice versa, or need to terminate a plan, we provide expert guidance every step of the way.

Partner with us to enhance your company’s retirement plan offerings, ensuring they are robust, compliant, and tailored to support the financial well-being of your business and your employees.

Call Us

Phone: 800.517.9230
Office: 410.286.9230
Fax: 410.286.9233

Our Location

2444 Solomons Island Road
Suite 212
Annapolis MD 21401