Plan Design

An effective retirement plan begins with sound plan design and grows with attentive execution. Our comprehensive Fiduciary Fitness Program™ and annual Fiduciary Plan Review™ offer insight on how to improve value and efficiency.

From investments and recordkeeping to compliance and communication, one overlooked flaw can lead to difficulties later.

The design strategy of your plan often dictates long-term success. There are many factors that go into a well designed plan:

• Flow and types of contributions into the plan
• Eligibility requirements
• Vesting schedules
• Investment selections/alternatives of account balances
• Distribution timing
• QDROs, loans or hardship options

Count on CoBiz Insurance to guide you to a best-in-class retirement plan.

Securities and Advisory Services offered through Financial Telesis Inc., member FINRA/SIPC. CoBiz Insurance is not affiliated with Financial Telesis Inc.