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

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Retirement Expectations vs. Reality: What Workers May be Getting Wrong

Retirement Expectations vs. Reality: What Workers May be Getting Wrong

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Proposed DOL Rule Includes Safe Harbor for Those Weighing Plan Investment Options, Including Private Market Exposure

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Create plans that keep employer & employee goals in alignment