Retirement Plan Design

Choices are key in the design of retirement, 401(k), profit sharing, and other forms of qualified plans. Our flexible approach allows you to build and fully customize the optimal retirement plan for your organization. We offer varying service levels, from compliance only to full-service. Product types include bundled, single family mutual funds, and open architecture with over 21,500 mutual fund options.

The flexibility of the plan is also enhanced by your choice of trading platform/custodian. Our relationships with multiple trading platforms and custodians allows you to decide where to trade and custody plan assets.  You can also decide how the fees and revenues are allocated. Finally, you can choose the type of plan that best matches your needs and budgets.  At Apple Growth Partners, we provide flexible solutions for your employee benefits.

Sue Peirce leads our employee benefits service team. Contact Sue today to start your plan design: speirce@applegrowth.com.