Plan Design and Consulting

At Schneider Downs, we recognize that a successful retirement plan means accurately identifying the company's specific needs and goals before a plan design is recommended. Our process is structured to explore all available alternatives in crafting a plan design that encourages employee participation while meeting the plan sponsor's objectives.

Our expertise and experience allows us to recommend a myriad of plan design features including the traditional 401(k) profit sharing plan to designs that entail cross-tested and age-weighted tiered compensation structures, as well as safe-harbor allocations. In addition, we also have extensive knowledge and experience with ESOPS, Defined Benefit, Phantom Stock and Non-Qualified Deferred Compensation plans.