Retirement Plan Design

At P&A Group, we have one goal — to help advisors and their clients design and implement a retirement plan that empowers employees to save for a meaningful, fulfilling retirement. How do we accomplish that? It is our deep understanding of all areas of retirement plans combined with a constant commitment to customer service that sets us apart. Being an independent provider, we offer you choice in selecting the retirement platform that is right for you and your client. We have many years of experience working with the top retirement platforms and we offer our own in-house retirement platform when the need arises.

Aligning Goals to Your Retirement Strategy

Our plan consultants are experts in the design and implementation of a wide array of plan types and available options. Learn how we can work with you and your client to design a new plan.

Delivering Great Service

We know that great service is more than an attitude. It's also concern and purpose, and we deliver the complete package from our first consultative meeting about initial plan design to preparing and maintaining your retirement plan documents to the ongoing performance of record-keeping, administration, compliance testing, and reporting to sponsors and participants.

To learn more about our retirement plan design, request a proposal to discuss your needs.