Defined Contribution Plans — Meeting the Needs of a Changing Workforce

Findley’s Defined Contribution Plan Services

Our retirement consultants and defined contribution plan experts help:

  • Align retirement programs with organizational culture and objectives to help retain key talent
  • Implement plan designs with manageable, predictable retirement program costs
  • Benchmark retirement plan offerings to validate market competitiveness

Areas of Defined Contribution Plan Expertise

Findley helps our clients navigate and simplify complex defined contribution issues through:

  • Defined contribution plan administration
  • Plan design and ERISA consulting
  • Nondiscrimination and coverage testing, controlled groups, and Qualified Separate Line of Business (QSLOB) analysis
  • Technical advice on tax and ERISA issues
  • Benefit and cost modeling
  • Benchmarking
  • Plan consolidation
  • Benefit replacement analysis
  • Merger & acquisition due diligence and integration
  • Fiduciary assessments
  • Investment advisory selection management
  • Vendor strategy and selection management
  • Nonqualified plans
  • Data aggregation, review, and management services
  • Preparation of individually designed and prototype documents for legal counsel review
  • Participant communications and change management

Co-Fiduciary: The Importance of an Independent Investment Advisor

Fiduciary—it’s a word that keeps retirement plan sponsors up at night. With so much buzz around fiduciary duties in the past few years, organizations, large and small, have moved towards relying on outside organizations to assist with fiduciary responsibilities. One […]

IRS Updates Model Tax Notices for Eligible Rollover Distributions from Retirement Plans

In its recent Notice 2018-74, the Internal Revenue Service (IRS) provides updated model tax notices for the required written explanations given to recipients of eligible rollover distributions from qualified retirement plans. These updated notices reflect recent changes to the laws […]

10 Things You Can Do to Keep Your 401(k) Plan on Track

By Lauren Schlueter, CPC. At the start of every new year, many of us take time to reflect on the past year and make resolutions for the upcoming year. We are always looking to improve our eating habits and overall […]
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