Plan Monitoring

Over time, changes in company objectives or legislation may impact the original design of a Qualified Retirement Plan. As these occur, we will:

• Interpret changed in company objectives on the plan design
• Monitor ERISA and regulatory environments and how they may impact the plan
• Propose alternative design options
• Evaluate the need to amend or restate the legal plan document for regulator compliance-required changes
• Determine the need to prepare summary of material modifications or new summary plan descriptions for employees