Participants benefit because they are better
positioned to achieve their
retirement goals.

Plan Design

Our team of dedicated consultants will guide you through strategic goal setting, assessments and documentation to ensure plan assets are well balanced against benefit liabilities. When all variables are balanced, you are presented with an extensive and totally objective Plan Diagnostic Report, your foundation for informed decision-making complete with a Plan Summary and suggested enhancements.

As we examine your plan features, we’ll indicate areas for improved efficiency and impact. For example:

  • Eligibility Provision
  • Deferral Elections
  • Investment crediting options
  • Vesting Schedule
  • Discretionary/Matching Contributions
  • In-Service Distributions

Count on RPAG for a thorough review of your plan. Our expert consulting services will cover a range of disciplines that address the specific needs of your non-qualified program.

© 2012 Retirement Plan Advisory Group. All rights reserved.
Retirement Plan Advisory Group, 120 Vantis, Suite 400, Aliso Viejo, CA 92656 | 949.305.3859 | 877.360.2480 | fax 949.460.9893