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The highly individualized and personalized character
of our services is readily evident in our approach to designing
or restructuring a benefit plan. Information on each client's
work force and economic situation is gathered and objectively
analyzed. Next, the client's optimum desires are explored. Many
times, we are able to suggest additional possibilities not previously
considered. We then creatively structure the program to most nearly
fit the established goals and to allow for future flexibility
from among the following plan types:
Implementation — After finalizing the design, we are able to prepare an
appropriate plan document for review by client legal counsel.
Our legal department maintains up-to-date versions of all types
of plans in the following formats:
As appropriate, we will also attend to any advisable
government filings including securing approval from the Internal
Revenue Service on the initial qualification of the plan.
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