Plan Design Consulting

We have experience in the many different ways that a retirement plan can be designed.  Whether the challenge is employee participation or higher contributions for executives, Sachem Advisors can help make sure the plan is designed for maximum efficiency and effectiveness.

Sachem Advisors will conduct a full analysis of your current plan document, adoption agreement (if app.), and summary plan description. A summary and explanation of each of the major plan provisions will be provided along with a comparison to industry peers.  Recommendations will be made based on our findings and your objectives. The full comparison will be documented for the client’s fiduciary file.