Plan Design & Consulting

Retirement plans are a significant part of the financial success of an organization. Employers who offer a solid retirement plan hold a competitive edge in recruiting and retaining top talent to meet staffing needs. Futhermore, an effective plan design will affect participant behavior and increase administrative efficiency.

ABG Southwest wants to partner with you to develop a customized plan that will meet the needs of your company and its participants now and in the future. Sound plan-design decisions can only be made when there is synchronicity between plan rules and participant outcomes. Our team will work with you to create a customized plan design for your organization.

We will analyze your business and personal goals, tax and financial reporting requirements, legal issues, cash flow implications, and administrative protocols. The result will be a retirement plan that addresses the unique issues affecting your organization, while adhering to Internal Revenue Service and Department of Labor requirements.