PLAN REVIEW


Sometimes A New Plan Or New Plan Design Isn't The Answer

In fact, it may be a prudent step to engage an independent professional to review the plan you have in place to make sure it's delivering on the goals you have. RHI will take a comprehensive look at your current retirement plan structure and offer recommendations based on what we learn.

We Will:

  • Inventory current programs and summarize key plan features
  • Assess overall plan adequacy compared to employee income needs (including Social Security and personal resources)
  • Review plan documents, government filings, compliance test results and administrative procedures
  • Evaluate your current administrative arrangement and associated costs