Plan Design Consulting

Make It Easier For Your Employees to Succeed

Inertia may be the biggest challenge facing employees saving for retirement. Simply stated, employees struggle to act in their own best interests even when they know it could improve their financial future. Our insight and proprietary PLANavigator™ system will help you overcome inertia and implement high-impact plan design strategies to drive employee participation and engagement.


Optimal Plan Design Strategies

  • Automatic Enrollment
  • Automatic Escalation
  • Employer Match Optimization
  • Eligibility Provisions
  • Re-enrollment to QDIA