Our process

A clear path from your first question to an ongoing plan.

Understand the steps, the decisions, and what we need from you along the way.

What happens next

From understanding your business to supporting your plan each year.

Understand your business
We start with your business structure, employees, existing retirement plans, and what you want to accomplish.
Share your priorities and ask questions before deciding whether to move forward.
Start my plan assessment
Explore the numbers
Review an initial estimate and discuss the contributions your business could support over time.
The calculator is a starting point. Your business and employee information inform the plan review.
Use the cash balance calculator
Review your plan design
Compare the options, costs, and ongoing responsibilities with our team and your tax advisor.
Understand the proposed design and scope of work before choosing a plan.
Review pricing and design
Put the plan in place
Once you approve the design, we coordinate the setup steps, documentation, and information needed from your business.
Work through the implementation timeline and responsibilities with your plan team.
Ask about setting up a plan
Keep the plan on track
Continue with plan administration and review changes in your business, employee information, and funding needs.
Know what information is needed each year and who to contact when something changes.
Explore plan administration

Read the plan guides before your conversation with our team.

Explore how a cash balance plan works and what to discuss during a plan review.

Learn about the fully insured approach and the commitments to consider.

Review 401(k) and profit-sharing options for your business.

Talk with our team about your business and what you want a retirement plan to do.