EBP2104. Creative Ways to Design Retirement Plans

Retirement plans come in many shapes & sizes, each with a unique mix of features, requirements, and advantages & disadvantages. Choosing the type of plan and the basic features is the only first step in the plan design process. The creative part comes in tailoring the plan design to align with the needs of the company and is appreciated by employees as a valuable benefit.

This session will focus on tax-qualified plans and will address the different types of qualified plans, their features and how to take advantage of the options available to create the optimal plan, or combination of plans, for the client.

Learning Objectives:

• Recognize the types of retirement plans and the features associated with each
• Recall what considerations may be most important when selecting the optimal plan type & design features
• Identify how to tailor retirement plans to best meet the needs of the plan sponsor and plan participants