Pension Plans, 401(k) Options, ESOP and a Lot More
We specialize in all types of company sponsored retirement plans:
Designing Your Plan
It's not just about investing the contributions.
You have a choice about practically every aspect of the plan. Some things to consider about your plan:
Are you getting the most out of your plan?
No matter what the design, you cannot put a plan in place and expect employees to just "get it." With some education and communication they will understand, but it takes time, effort and repetition.
How do you design (or redesign) your plan?
What's working and what's not? What are the goals? By reviewing these answers and comparing them with your employee populations, Apex can evaluate the feasibility of a variety of plan designs.
Is It That Simple? Maybe, but the details to examine include:
Participant Statements Are Only a Piece of the Puzzle.
Is An ESOP Right For Your Company?