Plan Design Consultation

No two plans are alike. GRP Advisor Alliance's member firms take the time to understand a plan sponsor’s requirements before designing an unbiased retirement plan program that provides both great value to employees as well as alignment with the plan sponsor’s corporate goals and objectives.

Plan Design Functions Offered:

  • Strategies to optimize employer contributions
  • Assistance with 404(c) investment guidelines and other legislative and regulatory changes
  • Electronic management and transmittal of payroll, loan and other transactions
  • Automation - paperless enrollment and online employee access
  • Analysis of auto enrollment, safe harbor, and auto increase provisions
  • Evaluation of qualification and eligibility processes and issues
  • Support services and educational resources to streamline administration

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CONTACT US

34700 Pacific Coast Highway, Suite 307
Capistrano Beach, CA 92624
Phone: 949.359.0021