Taking Plan Design to New Heights

TRA [The Retirement Advantage]

Designing effective qualified retirement plans that meet a plan sponsor’s objectives has become somewhat of a lost art. The reasons are many:  Cookie-cutter designs are easier; safe harbor designs get media attention; the flexibility of modern plan documents are overlooked; and pre-approved plans can satisfy most sponsors’ needs.

Learning Objectives

• Appreciate the importance of the plan design process;
• Comprehend why plan design has been de-emphasized;
• Identify strategies to help ascertain plan sponsor objectives;
• Understand how to meet plan sponsor objectives using a variety of plan features; and
• Apply specific plan design options to meet objectives.

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