Consulting

We believe that the success of any plan is determined at the outset. That's why we listen to your concerns and assess your objectives before we design a plan that meets the company's needs and is attractive to employees. It begins with a thorough consultation. We:

• Start with a comprehensive review of your company's current benefit structure and investment make-up.
• Assess your needs as an employer, as well your employees' needs.
• Look at how these key issues and your overall business strategies relate to the plan.
• Spend extra time with you to review important considerations that may impact your plan in the future, such as:

YHB has the knowledge to give you the right advice. Click here to contact us.

• Eligibility
• Employer contributions
• Vesting
• Loans
• Investment options


• Alert you to cost saving ideas such as changing your formula or determining the most advantageous matching contribution

Then we'll give you a plan that is best suited to meet your goals and objectives -- one that serves you now and in the future.

We discuss and advise on the cost implications of Plan features for:

• 401(k)
• Profit Sharing
• Money Purchase
• Age-weighted Plans
• Cross-tested Plans