Plan Design

We take the time to understand your objectives and design a retirement plan program that provides your employees with the greatest value and, to the extent possible, reduces your administrative responsibilities.

Specific areas we focus on include:

  • Employer contribution strategies
  • Evaluation of qualification and eligibility issues
  • Compliance with legislative changes
  • Support servicesto help simplify plan administration
  • Optimal use of safe harbors, such as 404(c) and QDIA
  • Comparative-analysis studies to determine the most efficient type of plan to adopt

Contact Us

Financial Management Associates, LLC
510 Turnpike Street, Suite 203
North Andover, MA 01845-5822
Phone: 978-687-2867
Fax: 978-975-1948
E-Mail: apkcap@comcast.net

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