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