As a Plan Sponsor, you want a firm that will not only help you fulfill your fiduciary duties in offering a retirement plan, but also help your employees plan and prepare for retirement. We can answer questions like:

• Is our existing 401(k) plan operating efficiently?  
• Is the fee structure comparable to other plans in our industry?
• Is our 401(k) plan robust enough to help us attract and retain quality employees?
• Are our employees appropriately saving and preparing for their retirement?
• Are our owners and highly compensated executives receiving the tax deductions that they want?
• Do we have enough support and resources – not only to help us operate the plan, but also to assist our employees?

Since every business and every retirement plan has unique needs, Strategic Wealth Design will customize a plan that works best for you and provide ongoing support with the highest standards of service and care.