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

2018 Compliance Calendar Defined Contribution Plans

Plan year end: December 31, 2018 January 2018 31   Deadline for trustee to issue Form 1099-R to participants who have received distributions (including deemed loan distributions) during the prior calendar year 31   Deadline to file IRS Form 945 to report […]

Tax Reform and Retirement Savings

In the fourth quarter of 2017, as the Republican Congress and the Trump Administration resolutely pushed forward with tax reform legislation proposals, many people associated with the 401(k) and retirement industry were justifiably concerned. Oftentimes in the past when Congress […]

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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