Tri-State Plan Administration Customized Retirement Plan

Tri-State Plan Administration, Inc. specializes in plan design. No matter your employee demographics, industry, business model or ownership structure we can help craft a qualified retirement plan that works for your company. Your business is unlike any other. Don’t you think your retirement plan should be as unique as your business? We think so.

With years of plan design experience, our specialists guide you through the intricate maze of regulations to recommend a design that fits you – whether you are a start-up company or a mature enterprise. We have helped companies in a variety of industries find custom solutions for their retirement goal. As your business grows and changes, we reassess your target, make recommendations that could enhance the plan’s design, and continuously review the program as new federal rules and regulations are released that could impact the plan design.

This infographic illustrates an approach to designing a customized retirement plan. For more information or to ask questions about plan design, please do not hesitate to contact us.

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TPA infograph customized retirement plan