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Plan Design

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Plan Design

Our consultants help you understand the differences between available retirement plan types and which best suits your business needs. Once you have chosen a plan type, we will examine the various features available and incorporate those features in a way that will best benefit your employees. Below is an abbreviated list of plan designs and features that we regularly recommend and manage:

Plan Design

  • 401(k) plans
  • Profit sharing plans
  • Money purchase plans
  • Taft-Hartley plan

Features

  • Automatic enrollments
  • Automatic step up
  • Safe harbor alternative designs
  • Roth 401(k) deferrals

RETIREMENT PLANS

For more information or to speak with a specialist, please complete and submit the form below:

Retirement Plans

Crown Risk Management, LLC
432 North Franklin St, Suite 20
Syracuse, NY 13204

(315) 428-3830
(877) 428-3830 TOLL FREE
FAX: (315) 428-3829

Check the background of this firm on FINRA’s BrokerCheck.

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Securities offered through Hazard & Siegel Inc., 5793 Widewaters Parkway, DeWitt, New York 13214 Member FINRA/SIPC.
Hazard & Siegel, Inc. and Crown Risk Management, LLC are separate and non-affiliated entities.
Advisory Services offered through Hazard & Siegel Advisory Services, LLC, an SEC Registered Investment Advisor.