Plan Design

A retirement plan should be built for the employer. 401(k) plans are often sold, established without regard to plan provisions. A well-crafted 401k for one employer will not be the best choice for the next employer, yet many Plan Sponsors are "handed" a plan with very few choices offered or explained.

We custom build retirement plans based on your objectives. Existing plan provisions, funding cost, employee retention, administrative complexity and highly compensated employee issues should all be considered when setting the foundation for your plan. We can explain the many options available to you, run projections and help you determine which 401k provisions are the best fit for your business.

Our clients are given a thorough plan review at takeover and then we maintain the new design with an on-going dialogue. Employers are free to talk to us, without hourly charges, about changes in their business or concerns about their plan. We will keep you abreast of ever-changing governmental regulations and new plan options. Together, we keep your plan current.

Starr-Mathews Employee Benefits and the services it offers is not affiliated with nor endorsed by LPL Financial nor Starr-Mathews Financial, LLC