Plan Design Services

Each of our clients is unique. In the beginning, we meet with you and discover your specific needs, requirements, goals, and financial and human resources. We want to understand your organization’s history, industry, and management objectives. The more we know about you, the better the plan we can design. We can then draw on our 20+ year history of design ideas to prepare a plan that is custom designed to fit your unique situation.

Designing your plan document is where the true heavy lifting happens. The plan document is the foundation of your plan’s day-to-day operations and contains the instructions that define how it functions. When administering your plan, you are bound by the plan document provisions.

With the knowledge we gain in the initial meetings, we are equipped to make sure that your retirement plan document has the provisions that benefit you. Effective plan design allows you to maximize tax deductions and retirement savings opportunities for you and your employees.

Plan design is an ongoing process. Needs change and government regulations change. We stay current on all the latest developments with the Internal Revenue Service (IRS) and Department of Labor (DOL), and will work with you to make plan changes when necessary to continue to benefit you.

If you come to Planmark with an existing plan, we will check it for compliance and, if necessary, work with you to bring it into compliance.