Great News! and
are now
Please Bookmark

Ascensus Consulting Logo Always have a plan

Plan Design Analysis

Ascensus Consulting helps employers decide on the most appropriate plan design for a tax qualified defined contribution, defined benefit, and/or cash balance plan. Working together, sometimes along with the financial professional, we discuss the employer’s goals, the current available design options, how the required compliance testing will be effected, and an estimate of the financial and human resources available to implement and support the plan. This discussion is critical for setting up a new plan and for converting a plan to a new design or different investments.

Benefits of Effective Plan Design
  • Maximize tax deductions for the employer
  • Maximize tax-deferred retirement savings opportunities for the employer and employees
  • Minimize costs for starting up and maintaining the plan
  • Recruitment and retention of valuable employees by being able to offer an attractive retirement plan benefit
Contact us for more information.