Qualified Retirement Plans

At Benefit Management our goal is to provide our clients with a first class retirement plan experience. Accordingly, our team–based approach is focused on dedicated service at each stage of the plan’s operation.

Development

Retirement plan needs assessment
Cutting-edge plan design
Plan document drafting assistance

Implementation

Employee education sessions
Face to face enrollment and rollover assistance
Asset allocation modeling

Administration

Access to personal service contacts
Support for changes in employee participation
Assistance with tax qualification forms

Plan Designs

401(k)-Roth 401(k)
Profit Sharing
Defined Benefit
Money Purchase
Cash Balance
Target Benefit
Simple IRA
SEP IRA

Additionally, it is our belief that employers need to be aware of how their employee benefits programs are being utilized. That is why we track three key statistics and report to employers on an annual basis. They include:

Total enrollment increases year to year
Deferral percentage increases from year to year
Portfolio usage (i.e. asset allocation modeling)

Combining our awareness of these statistics with our ongoing employee education allows us to send targeted messages to employees which will ultimately help them in achieving their retirement goals.