Plan Consulting and Design

Navigating today’s retirement services landscape can be overwhelming. Many retirement plan providers offer inflexible programs requiring a lot of work for the plan sponsor. At Ekon, we believe that a tailored approach, coupled with deep expertise and personalized service, is essential for long-term retirement success.

We understand that every business is unique. That’s why we don’t take a one-size-fits-all approach. Our experts carefully assess your retirement plan budget, workforce, and objectives to design a customized program– whether defined contribution, defined benefit, or a combination of both. From meticulous design, to ongoing administration and compliance support, Ekon handles the complexities.

Our commitment extends beyond retirement plan design. We provide robust administrative services, ensuring accurate recordkeeping and proactive ERISA compliance. We also offer tailored employee education programs, empowering participants to confidently plan for their financial future.

At Ekon, we’re not just a retirement plan provider, we are your trusted partner. We are invested in understanding your challenges, delivering the right solutions, and helping you achieve your goals. Your success is our success.

At Ekon, we simplify plan administration. Ekon’s experienced team acts as your trusted guide throughout the entire process. We identify your goals, needs, and concerns and use them to develop a tailor-made retirement plan program.

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401(k) Plans:

From custom 401(k) design to seamless plan administration, Ekon is your solution. We develop new 401(k) plans, add customized solutions to existing programs, and provide in-house recordkeeping services for clients facilitating streamlined administration.

Cash Balance and Defined Benefit Plans:

Traditional Defined Benefit Pension and Cash Balance Plans can afford participants substantial, reliable lifetime income solutions. Ekon offers defined benefit plan design, complete actuarial services, and plan administration. Navigate the complexities of defined benefit plans with confidence.

Taft-Hartley Plans:

Exploring the intricacies of multi-employer plans demands expertise. Ekon’s customized Taft-Hartley administration strengthens your benefits package while simplifying your day-to-day tasks. From administration and hours recordkeeping to complex actuarial calculations, we ensure your plans delivers maximum value for your membership. Discover the difference our deep industry knowledge makes.

Let Ekon design a retirement program that aligns with your financial goals. Our experts tailor unique retirement programs to maximize tax savings, boost plan participant satisfaction, and support long-term growth.

Get the Most Out of Your Retirement Plan Program

Your sponsored retirement plan participants deserve the best. Give them the financial security they need by partnering with Ekon Benefits.

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Determining the Right Retirement Plan

At Ekon, we simplify the process and ensure a smooth implementation path for your retirement program. Our experienced team listens carefully to understand your unique needs and long-term objectives. By considering all of the key factors, we recommend the optimal plan structure that maximizes benefits for both your company and your employees. To maximize your plan’s impact, we analyze:

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Group goals:

Every Ekon client has different goals for their retirement plan. Some want to offer various retirement options; others prefer a consolidated plan for easy administration and management.

Participant demographics:

Some retirement plan features are more attractive to participants in a specific demographic. By evaluating the demographics of your participant group, we can determine how to attract the most employees and reward long-term employees for years of service.

Once we nail down the top factors that will influence your retirement plan program, we can get to work planning your defined contribution or defined benefit plan.

Let Ekon be your partner-of-choice in building a secure and successful retirement plan program for your company and your workforce. Contact us today to schedule a consultation and discuss your specific needs.

Make the Switch to Ekon Benefits

We are here to help. Take the first step in becoming a valued client of Ekon Benefits.

Or write to info@ekonbenefits.com