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Optimized Plan Design

HKFS Retirement Plan Services consults with each business client and incorporates goals and objectives. We take a holistic approach to both tax savings and retirement benefit strategies through our comprehensive service offering. HKFS provides professional consultation to improve outcomes for both business owners and their employees.

HOW CAN WE HELP?

Optimized Plan Design

HKFS Retirement Plan Services consults with each business client and incorporates goals and objectives. We take a holistic approach to both tax savings and retirement benefit strategies through our comprehensive service offering. HKFS provides professional consultation to improve outcomes for both business owners and their employees.

HKFS has expertise to help business owners design a plan that best needs their needs. Just a few strategies we consult on include:

  • Cross testing scenarios
  • Safe harbor plan design
  • Cash balance plans
  • Automatic enrollment
  • Contribution escalation

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