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Full-Service Plan Sponsors Fiduciaries from 401(k) Advisors - Arizona

Design

401(k) Advisors -Arizona applies a proven and comprehensive methodology to plan design. We have been at the forefront of plan design with every shift in market focus.

A sound 401(k) design, and there are dozens of types, will go a long way to help you recruit, retain and reward valuable employees. Among the many design features we examine or develop and customize for your company:

Eligibility Waiting Period
Elective Deferral Limit
Age and Service Requirements
Loan Provision Design
In-Service Withdrawal Provisions
Vesting Issues and Design

Plan Entry Dates
Employer Match Design and Funding
Definition of Financial Hardship
Funding Timing for Employer Contributions
Discretionary Contribution Formulas
Plan Trustee Issues

Whether you ask us to analyze your existing or design and convert to a new plan, you can expect a balanced and beneficial outcome.