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Maximizing Value through Plan Design

"When we see a cookie-cutter retirement plan,
we start asking questions ..."

Some companies are comfortable recommending a basic retirement plan without first considering whether it is the best design to meet their client's needs. But, when URPC sees a cookie-cutter retirement plan, we start asking important questions…

  • Does the plan maximize contributions and minimize taxes by taking advantage of considerations unique to a particular business and its ownership?
  • Does the plan’s cost-to-return ratio really make sense in the long term?

  • Does the plan align with the plan sponsor's specific goals and circumstances?

  • Is the plan providing benefits in the best interest of its participants?

At United Retirement we are "Changing the Conversationâ„ " about the increasing complexity of our industry. Our collection of extensive expertise allows us to provide creative solutions to help maximize client value through plan design.

Whether our clients are looking for a sophisticated plan customized to serve a very specific purpose, or a simpler, more cost-efficient plan, we can work with them to develop and implement a plan that meets their specific goals and objectives. Through personal attention and knowledge of technical regulations, we can work together to find the best solutions for our clients and their employees. Contact your local sales consultant to request a proposal, illustration or quote.