Designing an Effective Plan

Want to put in place or review a capital accumulation plan?

Our experts can:

  • help you choose the plan that's best for your organization
  • advise you on a design (or redesign) of your plan that optimizes its fiscal advantages, ensures that it is easy to administer effectively and structures its investment choices in a way that supports your organization's objectives
  • support you in your efforts to manage your plan's costs and negotiate fees for various required services
  • provide guidance when it comes to putting into place a plan with new service providers