Plan Design

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Cafaro Greenleaf designs, optimizes and administers the most appropriate, cost effective and legally compliant retirement plan programs that help you attract and retain the very best employees.

Good plan design provides the foundation for the ultimate success of your retirement plan benefit, but one size does not fit all when it comes to effective plan design. Most often, the first step of the plan design process is to review your existing retirement plan in detail. We’ll help you determine which aspects of your current plan are working well and which ones can be improved. Then we’ll work with you to create your plan “wish list” based upon your firm’s benefit budget.

Reviewing key metrics such as the demographics of your company’s employees, risk tolerance, contribution expectations, gaining a better understanding of your committee’s investment philosophy, company growth forecasts and other criteria, helps us collaboratively design a retirement plan benefit that reflects the objectives of both the investment committee and participating employees.

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