Plan Design Consulation

No two plans are alike. Incline Pension Consulting takes the time to understand a plan sponsor's requirements before designing an objective retirement plan program that provides both great value to employees as well as alignment with the plan sponsor's  goals and objectives.

Plan Design Function Support Offered:

  • Strategies that seek to optimize employer contributions
  • Assistance with 404(c) investment guidelines and other legislative and regulatory changes
  • Assistance with electronic management and transmittal of payroll, loan and other transactions
  • Automation review – 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