Comprehensive

A retirement plan is an important component of a company’s total compensation and benefit structure. With changes in the business environment, modifications to the design of the retirement plan may also be warranted. In addition to managing the plan’s operations, we at Coble Pension Group, L.L.C. always strive to ensure that the plan continues to fulfill its objectives in the broader view, taking into account the company’s current philosophy and other programs.

Innovative

Plan design is critical to the success of a qualified plan. Coble Pension Group, L.L.C. has over 25 years of successful experience helping individuals and companies work their way through an ever-changing regulatory and economic environment. Our services include the following:

• Analysis of objectives, costs and budgets
• Review of tax impact
• Specific design recommendations
• Communication of plan to employees
• Drafting of plan document
• Recommendation and delivery of plan investment platform
• Administration and compliance services
• Review feasibility of executive deferred compensation plan alternatives/add-ons