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

Looking for Missing Participants? Help is on the Way

This article focuses on new provisions for common types of defined contribution (DC) plans that terminate after December 31, 2017. Missing participants are a constant thorn in the side of retirement plan sponsors. Sponsors (i.e., employers) and recordkeepers alike struggle […]

Two of a Kind? Not All 457(b) Plans Are the Same

You may already know there are significant differences between a 457(b) plan sponsored by a governmental entity and a 457(b) plan sponsored by a tax-exempt organization. But do you know what they are? It can be confusing for plan sponsors […]

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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