​​Plan Design & Compliance Review (Paladin) – 2449

Plan Design & Compliance Review

Does your organization have challenges with set-up, administration or handling of regulatory burdens of your retirement plan? We can help your team with creative plan strategies designed to attract and retain employees. Contact us for a complimentary plan assessment to see how your plan’s fees and expenses stack-up against plans of similar size. We’ll identify any defects in your plan document or administrative structure and recommend remedies accordingly. We’ll also help ensure the plan remains compliant with Department of Labor regulations and adheres to all administrative and reporting procedures.