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Plan Consulting

Centurion offers complete plan consulting services. We advise on plan designs that maximize employee participation, appreciation and retirement readiness.

Our experienced consultants offer practical advice that solves problems, ranging from day to day operational issues to IRS and DOL compliance matters. There are relatively few plan issues that our team hasn’t successfully handled.

We help clients with:

  • Plan design and fee benchmarking
  • Plan financing strategies
  • Revenue sharing review
  • Matching formula redesign
  • Plan evaluations in mergers / acquisitions
  • Plan operational analysis (comparing processes to the plan document)
  • Recordkeeper oversight and coordination
  • Executive Deferred Compensation