Plan Design

Today’s retirement plan adviser has a myriad of plan types to offer as solutions to their employer clients; everything from cash balance pension plans to Roth 401(k)s to traditional profit-sharing programs.  And tomorrow’s retirees stand to benefit from a host of new and enhanced approaches to plan design – automatic enrollment, contribution acceleration, and asset allocation alternatives, such as target-date funds. 

In this section, you’ll discover what’s working, what’s not, and how you can deploy even more effective solutions for your clients.

Micro Plan Analysis
2009: Small World