Plan Design Tool
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Getting started
- Sign up for a free account or log in before you begin to customize and save your reports.
- Complete a questionnaire about your client’s plan, then compare your responses to plans of similar size and the overall industry.
Basic Information
Customize the report
- Select individual questions or blocks of questions and add them to the report.
- After they are added, you can re-order the blocks or questions and the individual questions within each block.
Available Questions
Classifying Questions
- Type of Plans Offered
- Roth Contribution Option
- Additional Retirement or Savings Plans
- Number of Participants
- Safe Harbor
Basic Plan Design
- Eligibility Timing
- Participation Rate
- Loan Provision
- In-Service Distribution Options
Advanced Plan Design
- Automatic Enrollment
- Types of Re-Enrollment
- Automatic Deferral Increases/Contribution Acceleration
- Guaranteed Retirement Income Products
- Investment Advice
Employer Match
- Employer Match
- Non-Elective or Profit Sharing Contributions
Investments
- Types of Investments
- Investment Vehicles
- Index Funds Offered
- Average Expense Ratio
- Number of Investment Options Offered
- Number of Investment Options Held by Participants
- Type of Target Date Offered
- Customized Target Date Series
Fiduciary Best Practices
- Investment Committee
- Investment Policy Statement (IPS)
- Evaluating Your DC provider
- How Long with Current DC Provider
- Measures to Assess Success of Plan
- Evaluating Investment Options
- Evaluating Costs/Fees
- Recordkeeping Fees
- Trustee Fees
- Employee Communications and Education Expenses
- Legal Compliance and Audit Fees
- Investment Management Fees
- Investment Consulting Expenses
- ERISA Account or Plan Expense Reimbursement
- Retirement Professional Use
Report Questions
Classifying Questions
- Type of Plans Offered
- Roth Contribution Option
- Additional Retirement or Savings Plans
- Number of Participants
- Safe Harbor
Basic Plan Design
- Eligibility Timing
- Participation Rate
- Loan Provision
- In-Service Distribution Options
Advanced Plan Design
- Automatic Enrollment
- Types of Re-Enrollment
- Automatic Deferral Increases/Contribution Acceleration
- Guaranteed Retirement Income Products
- Investment Advice
Employer Match
- Employer Match
- Non-Elective or Profit Sharing Contributions
Investments
- Types of Investments
- Investment Vehicles
- Index Funds Offered
- Average Expense Ratio
- Number of Investment Options Offered
- Number of Investment Options Held by Participants
- Type of Target Date Offered
- Customized Target Date Series
Fiduciary Best Practices
- Investment Committee
- Investment Policy Statement (IPS)
- Evaluating Your DC provider
- How Long with Current DC Provider
- Measures to Assess Success of Plan
- Evaluating Investment Options
- Evaluating Costs/Fees
- Recordkeeping Fees
- Trustee Fees
- Employee Communications and Education Expenses
- Legal Compliance and Audit Fees
- Investment Management Fees
- Investment Consulting Expenses
- ERISA Account or Plan Expense Reimbursement
- Retirement Professional Use
Review
Review results and add your own commentary
- Report Prepared For:
- Prepared By:
- Plan Size:
- Phone:
- Email:
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