Plan Design

An effective retirement plan begins with sound plan design strategy and grows with attentive execution. Design elements impact every aspect of your plan—from investments and recordkeeping to compliance and communication. In our experience, one overlooked design flaw at the outset can cause unnecessary difficulties later.

Unfortunately, we often see avoidable roadblocks to success in existing plans we are asked to review. That’s why it is important to partner with a firm that will help produce maximum satisfaction for provider and participant alike.

Provider Searches / Fee Benchmarking

Synergy Financial Group takes a proactive stance to help clients contain fees, expand provider services and enhance investment opportunities. And we proactively meet with providers, stay current on products and participate in site visits for ongoing due diligence of each provider’s competitive advantages.

We can quickly and efficiently validate your decision to remain with your current provider or uncover justification to move to an alternative provider. If a full search is not your intention, allow us to conduct a fee benchmarking to ensure your compliance with ERISA requirements to periodically compare your plan to the marketplace.

Fiduciary Compliance

Surprisingly, many companies do not know their fiduciary responsibilities under the law. We help maintain client compliance with the IRS and other regulatory bodies, and help improve investment opportunities for plan participants.