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