Retirement Plan Design Assistance

As a part of the plan design process, we will help you:

• Balance your employee’s needs and your business objectives
• Identify your business goals in order to recommend strategies and solutions
• Assist with designing a plan that will help you attract and retain employees

The Kieckhefer Group is experienced with many different plan designs and will offer education and guidance to help you determine which best meets your needs:

• Profit Sharing Plans
• 403(b) Plans
• Cash Balance Plans
• Defined Benefit Plans
• Non-Qualified Plans
• Deferred Compensation Plans
• Pension Termination Strategies

We can help you design your plan to address the broad range requirements of ERISA Section 404(c) as well as to offer a Qualified Default Investment Alternative (QDIA), which may help address fiduciary liability.These plans may include a Roth feature as well as auto enrollment, and auto increase features.

Ready to consider your retirement plan options? We can help design a plan that works for you. Call for more information: (414) 852-9595.

Serving the Needs of Our Plan Sponsors and Their Plan Participants Nationwide