SPC Plan List

Start-up Plan
Consulting

Starting a new retirement plan for your business can seem complicated. How do you choose the best solution? How do you know the best options? SPC is here to help. From Owner-Only businesses to large corporations, it all starts with a conversation. Contact us today to learn more...

What are your business goals?

- Employee Benefits
- Tax Deductions
- Succession Planning
- Ownership Benefits

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 starting a new Retirement Plan... SPC can guide you

From the best type of plan for your needs, to Eligibility Provisions, Safe Harbor plan designs, Pre-Tax & ROTH options, Matches & Profit Sharing, and the hidden items of how benefits are calculated, SPC has you covered.

We don't just provide an off-the-rack plan design. We go deeper to find the hidden value and solutions unique to your particular business. SPC designs the best overall plan for today and build in flexibility for tomorrow's business changes. Let's get started today.

SPC Plan Consultation Packages

Start-up 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 startup packages are designed a la carte to get your plan off to a great start.
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 $350

Based on your needs & company info, we build your custom plan.

  • Plan Design Spec Sheet based on your Goals
  • Plan Illustration (employee benefits & est contributions)
  • Complete Client Packet for your TPA, Advisor, Recordkeeper to build your plan
RFP Package
Starting at $250

SPC prepares a formal Request for Proposal for your new 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 launch of your plan.

  • Enrollment Presentation & Materials
  • Payroll Setup Assistance
  • Plan Administration Calendar of Events for the first year

Schedule your Consultation Today


Please tell us a little about your company:

Has the company ever sponsored a Retirement Plan?

How many W2 Employees does your business employ?

How many years has the company been in business?

Do you have a Financial Advisor you want to work with?


How can Strategic Plan Consultants Help you?


The first step is an Initial Consultation. Would you like us to prepare a proposal for additional items in preparation for our conversation?


We look forward to speaking with you

We are committed to making it easy for you. If you would like us to call you to schedule the Initial Consultation, please select the best time/day (central time) for us to contact you. If you would prefer an email, please select "Email Me" to schedule.


Please let us know if you have any specific items you would like to make sure we address during our consultation

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