Design a New Plan

Our first step in setting up a new retirement plan is understanding your unique situation, strategy, and goals. Whether your company employs one person or more than a thousand, P&A has the knowledge and experience to help you:

  • Design a retirement plan to meet your needs
  • Communicate the plan to employees and manage the implementation process
  • Provide ongoing consulting, plan administration, and record-keeping services
  • Assess the effectiveness of your current plan design

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