Plan Design and Consulting

Every retirement plan attempts to provide a mix of savings and tax benefits. At Latitude, we’re experts at listening, analyzing your business and personal objectives to design a plan that has the potential to optimize each of these goals. The key is to fit a plan to you rather than expect you to fit an off-the-shelf design meant for others.

Whether you are…

Installing a new plan

Modifying the provisions of an existing plan

…we’ll draw on our years of experience to create a plan that fits your business.

We are just as committed to helping you understand what is involved in establishing a comprehensive retirement program. As part of our service, we will draft all plan documents and forms needed to secure Internal Revenue Service qualification of your plan.

We believe the best service for Plan Sponsors and their employees is achieved by partnering with the best providers available.

Latitude focuses on expert plan design and administration. That allows us to be a conflict-free partner with recordkeeping or investment advisors to create a comprehensive solution that works best for you.

We enjoy relationships with many leading providers, including:

American Funds
Ameritas
John Hancock
KTRADE
Mass Mutual
Nationwide Financial
The Principal
T. Rowe Price
Transamerica
 
Voya Financial
 
Voya Financial

Take advantage of our expertise. Let us help you solve the retirement plan puzzle.