An effective retirement plan begins with sound plan design strategy and grows with attentive execution. Specifically, our comprehensive annual Plan Review offer insight on how to improve value and promote operational efficiency.
Design elements impact every aspect of your plan—from investments and recordkeeping to compliance and communication. In our experience with many plans, one overlooked design flaw at the outset can cause unnecessary difficulties later.
What if deferral percentages mismatch with employer deduction limits? Or eligibility requirements are unclear. The way your plan’s design strategy is executed can often dictate long-term success. Other determinations in good design:
• Flow and types of contributions into the plan
• Investment selection/alternatives of account balances
• Timing of distributions
• Vesting schedules
• QDROs, loans or hardship options
• Eligibility requirements
Retirement Services
Primary Services
Boston Common Partners works with you to Analyze, Benchmark, Educate and Design programs in the following areas of employee benefits:
- Medical and Dental Insurance
- Implement Human Resource and Employee Efficient Technology Systems
- Executive Benefits
- Consumer Driven Health Solutions
- Long and Short-Term Disability, Life and AD & D
- Cafeteria Plans
- Supplemental Disability
- Voluntary Benefits
- 401(k) and other Retirement Solutions
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