Plan Design Consulting
Engage & support your employees with a high-impact program
One of the keys to a successful retirement plan is aligning employer goals to maximize the business and employee retirement goals. Effective plan design can attract and retain top talent and help your firm be more competitive and attractive in the marketplace. To help you create the most engaging plans,
Accelerate Retirement will:
- Focus on prescriptive solutions to improve coverage, increasing savings rates, and manage company expenses
- Calculate estimates for retirement readiness and costs for employees who are financially unable to retire
Accelerate Retirement clearly identifies the effects of each plan design variable
Plan Assets
Total Replacement Ratio
Participation
Employer Cost
Participant Account Balances
Related Articles
Participant Corner: Staying Financially Grounded This Season
As the year winds down, it’s easy for spending to ramp up. From travel and celebrations to those endless online deals that pop up in your feed. But even small splurges can add up fast. According to a recent survey … Read More
The New Reality of Retirement | When Competing Priorities Take Over
For many workers today, saving for retirement feels almost bleak. According to the 2025 Goldman Sachs Retirement Survey, 42% of Gen Z, Millennials, and Gen X are living paycheck to paycheck. Almost three-quarters say they struggle to save because their … Read More
IRS Issues Final Regs on Roth Mandatory Catch-ups for High Earners
The IRS has finalized regulations under SECURE 2.0 that will impact how certain participants save for retirement. Under this change, employees with prior-year FICA wages above $145,000 will no longer be able to make pre-tax catch-up contributions to their 401(k), … Read More








