SPC can help you revise your existing plan to better fit your current needs. Has your business changed? Have your plan partners been acquired and you are searching for help? Or, do you simply want help explaining your current plan details and want an independent opinion about new options in your plan?
How can SPC help you?
- Revising Existing Plan to change structure - Adding new flexibility to your plan - Employee Education Assistance - New Regulations requiring a change
The Strategic Plan Consultants team can guide you through the options and design the right plan for your business. Our team has helped thousands of clients over the years that had the same questions when they started.
Initial Consultation
We want to meet you, discuss your goals, needs, & current situation. This sets the stage for a firm foundation.
Design & Review
Whether you have an existing plan or are starting a new plan, our design & review process is about achieving your goals.
RFP / Benchmarking
SPC can prepare a formal Request for Proposal from new partners for your plan and benchmark the total costs.
Enrollment & Education
SPC can lead your employee enrollment & education program to make it easier for you and your staff.
Things to consider when revising your Retirement Plan... SPC can guide you
Amending an existing plan can seem like a minefield of rules and regulations. SPC is here to help. With our years of experience helping clients re-design or amend their current plan, we have the solutions you need and the experience you can depend on.
We don't simply recommend our preferred changes. We take a deep look at your existing plan design, discuss your current issues or desired changes and actually consult on how the changes might affect your business. True, real, personal consultation.
SPC Plan Consultation Packages
Existing Plan Consultation & Pricing for Businesses with Employees. Never any long-term contracts with SPC. We make it easy for clients with streamlined packages to provide exactly what you need, at your own pace. These plan packages are designed to review or revise your existing plan(s).
Initial Meeting
No charge or obligation
Step 1. We want to meet you, hear about your company & goals, to find the best overall plan to fit your needs.
Typically 60 min virtual meeting
Discussion of information needed to design your plan.
Formal Proposal sent to start working with you.
Design Review
Starting at $500
Based on your needs & company info, we review your plan for revisions & updates.
Plan Design Spec Sheet based on your Goals
Plan Illustration (employee benefits & est contributions)
Complete Client Packet for your TPA, Advisor, Recordkeeper to revise your plan
RFP Package
Starting at $250
SPC prepares a formal Request for Proposal for your plan to find the best Advisor, TPA, & Recordkeeper.
Financial Advisor based on size, plan type, & location
TPA based on your specific plan design & overall needs.
Price benchmark report & review
Enrollment
Starting at $750
SPC can lead your Employee Enrollment & Employee Education meeting to facilitate a seamless re-launch of your plan.
Enrollment Presentation & Materials
Payroll Setup Assistance
Plan Administration Calendar of Events for the plan year
