Designing a successful retirement plan for your employees is much like designing a new house for your family. In planning a new house, you would certainly seek the advice of a professional builder to help you design and plan its construction. But, how would you select that professional builder?

 

Your new house will need lumber and bricks, but you surely wouldn't hire the building material salesman to design your new house? Instead, you'd obviously hire an experienced architect to make sure that the design of your new house is thought through carefully, by a professional, who is experienced. You would hire such a professional to insure that your finished house doesn't have any structural or design flaws and that it passes all of the mandatory building inspections.

 

In designing a new retirement plan, Katz, Sapper & Miller is your experienced retirement plan "Architect". Katz, Sapper & Miller has available standardized, non-standardized and volume submitter retirement plan documents. We can customize your plan design and its provisions including: eligibility requirements, allocation requirements, vesting, loans, hardships, etc.

 

We are constantly monitoring Internal Revenue Service and Department of Labor Regulations that may have an effect on existing and newly available retirement plan options.

 

If you already have an existing plan, Katz, Sapper & Miller is the retirement plan architect that can review your plan and propose those concepts needed to replace any design flaws in your plan, along with any unnecessary costs, with cost effective and efficient alternatives.

 

In designing your new plan, we will take into account the following:

All these factors-and more-must be considered when designing the best retirement plan for your business.

Katz, Sapper & Miller does not sell mutual funds or any other investment products or securities nor does Katz, Sapper & Miller provide any investment advice. When Katz, Sapper & Miller helps you design or re-design your plan, you get very objective and arms length consultation. Our plan design advice is never influenced by an investment or financial advisor that may receive commissions from the sale of securities or fees for their investment advice.

 

In providing fully objective and quality plan design services, our priority is to work closely with your investment advisor or broker and with your internal retirement plan committee to implement and coordinate the compliance, administration, and recordkeeping services on behalf of your plan.