RJP 401(k) Enhance: Existing Plan Takeover

RJP 401(k)Enhance program plans are designed specifically for businesses and organizations with an existing underperforming or otherwise troublesome retirement plan. Programs are fully customizable to meet the specific needs of organizations, owners and employees.

Program Focus:
Businesses with underperforming or less-than-optimally managed retirement benefits programs

Program Features:
Expert guidance in transforming underperforming plans into retirement savings vehicles designed for long-term future success.

• Analysis and evaluation of existing plan structure to determine trouble spots and areas for improvement
• Identification of plan components requiring modification and/or restructuring
• Plan evolution or replacement in order to maximize positive impact for both owners and employees

Program Benefits:
Transforming underperforming retirement plans into well-structured, healthy retirement savings vehicles deliver powerful long-term benefits to organizations:

• Increased employee morale and productivity
• Avoidance of legal penalties and mitigation of potential fiduciary liability
• Time savings through efficient plan monitoring and administration

We offer the following business solutions:

  • 401K Plan
  • Safe Harbor 401K
  • Cash Balance
  • Deferred Compensation (tax savings)
  • Defined Benefits
  • ESOP
  • Investment management
  • Financial consulting for retirement accumulation
  • Profit Sharing
  • Retirement distribution
  • Risk planning
  • Savings Goal Planning
  • Tax strategies
  • What-if Scenarios

Corporate retirement design providers and partners:

We can help you choose the best current options on the market. Contact us today to get started 

Financial Planning Tools

Financial Planning Tools

Helping you to achieve peak fiscal fitness and position your financial assets for continuous growth.

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Fiduciary Services

Fiduciary Services

Delivering expert service that is always in our clients’ (and their employees’) best interests.

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Financial Planning Tools

Financial Planning Tools

Helping you to achieve peak fiscal fitness and position your financial assets for continuous growth.

LEARN MORE 

Fiduciary Services

Fiduciary Services

Delivering expert service that is always in our clients’ (and their employees’) best interests.

LEARN MORE