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Plan Design

Ascensus Consulting is an independent third-party administrator that helps employers decide on the most appropriate plan design for a tax qualified defined contribution, defined benefit, and cash balance plans.

A plan design is based on discussions, sometimes along with the employer's financial professional, of the employer’s goals, the current available design options, estimating how the required compliance testing will be affected, and 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, investments, or service providers.

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.