Design the Right Plan

Collectively, our marketing department has over 30 years of service in working with pemployers to design the best retirement plan model for your business size and employee base. We not only take in to consideration your needs as an employer but also your desires to provide an inviting benefit to your employees as well.

  • Evaluating a Current Plan – We help you to design your plan by explaining the specific advantages and disadvantages for each aspect.  Our experience makes us experts at explaining to you each area of plan design and assisting in choosing options which most closely align with your goals.
  • Plan Documents – We prepare and maintain prototype and volume submitter plan documents, including required prototype amendments, as well as customized amendments.  We also provide individually designed document preparation.
  • Keeping the Plan Current – In today’s legislative environment, ongoing developments in benefit planregulations add to the complexity of managing a retirement program.  RPS proactively monitors legislative activity, providing sponsors with technical support to interpret existing or changing regulations and the impact on their plans.

For more information on setting up a new plan or reviewing an existing plan, please contact Paula Ellermann at 303-369-7886 ext. 140.  Paula will be happy to set up an appointment for you to meet with one of our specialists!