Qualified pension, profit sharing, and 401(k) plans are popular benefit programs for employees, including business owners and executives. Choosing an effective plan design from the many alternatives available can be a difficult task. Through our Retirement Plan Feasibility Study, The Conestoga Group helps you determine a plan design that addresses your specific objectives.
Once the proper design has been selected, you will want to select investments that limit your fiduciary liability and maximize your employees' ability to pursue their retirement income objectives. Our Comprehensive Fiduciary Compliance Program will help you understand what constitutes a diversified portfolio of investment alternatives and how to pick good investment options, monitor their performance, and help employees take advantage of their plan.