Employers who offer a solid retirement plan in their benefits package hold a competitive edge in recruiting and retaining top talent to meet staffing needs. REDW’s team of planning experts can partner with you to create a customized plan design for your organization. We will analyze your business and personal goals, tax and financial reporting requirements, legal issues, cash flow implications, and operational needs. Our team can also review your current retirement plan structure, identify and resolve problems in the plan, and redesign the plan to better meet the retirement needs of your employees, and your circumstances.
In designing your retirement plan, we’ll make sure it addresses the unique issues impacting your organization, while considering Internal Revenue Service and Department of Labor requirements. After the retirement plan is designed, our professional team can assist with plan implementation and administration, to ensure a smooth transition and maximum participation.