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Plan Design and Implementation
We design simple to complex plans, all with an extraordinary implementation process.
Vendor Selection Assistance
We use a Plan Analysis Package to help employers compare retirement plan vendors.
Retirement Plan Fee Analysis
We'll open up the plan and show you how it works, employers must understand all costs.
Maintenance of Plan Documents
We use advanced technology to design and maintain plan documents efficiently and affordably.
Annual Compliance Testing
We handle our clients' compliance testing, ensuring proper plan execution under DOL and IRS regulations.
Government Reporting
Effective government reporting with a streamlined process. Accurate and on-time.
Fiduciary Process
Establishing a solid fiduciary process reduces employer liability. It ensures acting in the participants' best interest.
Lightning Fast Loans & Distributions
Plan Design Consultants has a loan & distribution team focused on nothing but fast, accurate turn around.
Employee Education
Our clients utilize strong education campaigns to make sure the employees are taking full advantage of this company benefit.
We don’t want any surprises or hidden fees, so we make sure our pricing information is easy to understand and straight to the point. Our focus is always looking to improve our services and provide the best possible experience for our clients, and that means delivering top-notch quality and value every single day.
New plans starting as low as $84 per month
smart . easy . awesome.