Plan Design

Is your retirement plan designed to fit your needs and goals? Or do you have a “plan in a box” designed to make things easier on your third-party administrator? At Rogers Wealth Group, we take plan design seriously. Your Plan Document should be designed around your needs, not ours.

If you are setting up a new plan, we will meet with you to discuss your situation. Then we can recommend plan provisions that will work best for you. If you have already adopted a plan, we will meet with you to determine if there are ways to amend the plan to make it work better for you. Either way, our goal is to create a custom-designed Plan Document that fits your company like a glove.

Longhorn. Photo by Kevin C.