Retirement Plan Consulting

BerryDunn specialists bring you practical expertise so your retirement plan adds value to your organization, meets regulatory requirements, and engages your employees.

For two decades, BerryDunn retirement plan and executive compensation specialists have helped business clients get the most from their retirement plans. We can help you gain confidence with your plan design and plan operations to ensure that the individual items integrate smoothly to create a plan that’s a good fit for your organization’s culture and objectives.

Clients tell us our ability to customize plans and focus on hands-on education related to the various plan operations nuances makes a big difference for them. Our ability to optimize plan design distinguishes BerryDunn from others.

Our retirement plan specialists have a thorough understanding of the Internal Revenue Service (IRS) and Department of Labor (DOL) correction programs. Our experience with the various correction programs provides us with the expertise to help an organization design a plan that meets its many needs, while avoiding design elements that could lead to unwanted operational errors. We also have the experience to help an employer identify and correct plan errors when such arise, and navigate through the various correction alternatives.

Make sure your plan is creating value for your organization.

Retirement plans today are vastly more complicated than even five years ago, making it difficult for companies to select, design, manage, and operate these complex programs. Our retirement plan consultants provide customized plans that present the best fit for each organization, including 401(k) and 403(b) plans, SIMPLE plans and Simplified Employee Pension (SEP) plans. We give you options for executive compensation as well. We help you work through the alternatives and design a plan structure that will meet and balance your goals, while ensuring compliance with the myriad, and seemingly ever-changing, tax rules that govern retirement plans.

Looking for more information about how we can help? Contact our retirement plan consulting practice leader, Roger Prince.

As new rules, regulations and contribution limits develop, we keep you abreast of these changes and present you with opportunities for change.