Plan Design 101

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Plan Design 101 April 27, 2010 Presentation by: Steve Scott Managing Partner Retirement Solution Group, LLC

Agenda ,[object Object],[object Object],[object Object],[object Object]

Retirement Solution Group, LLC ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Retirement Solution Group All decisions are made in the best interest of participants per ERISA. We adhere to the DOL guidelines on participant reporting and ensure that full disclosure be present throughout.

Definition of a “Fiduciary” ,[object Object],[object Object],[object Object],[object Object],[object Object]

Roles & Responsibilities of Plan Fiduciary Retirement Solution Group Through an efficient delivery model, we offer a variety of solutions to your retirement plan. The roles and responsibilities must be clear and explicit. Accountability is key. Client Independent Pension Consulting Services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Investments, Recordkeeping, and Participant Services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Case Study: Optimizing Profit Sharing Allocations ,[object Object],[object Object],[object Object],Retirement Solution Group

Case Study: Designed Based “Safe Harbor” ,[object Object],[object Object],[object Object],Retirement Solution Group

Case Study: Defined Benefit Plan ,[object Object],[object Object],[object Object],Retirement Solution Group

Case Study: Defined Benefit Overlay ,[object Object],[object Object],[object Object],Retirement Solution Group

Case Study: Designed Based “Carve-Out” ,[object Object],[object Object],[object Object],Retirement Solution Group

Defined Benefit Asset Allocation (source Cerulli) Retirement Solution Group ,[object Object],[object Object],[object Object],Cerulli Quantitative Update – Retirement Markets 2008 – Ch. 2, 92

PBGC Pension Insurance Data Book 2007 ,[object Object],[object Object],[object Object],[object Object]

The Hypothetical “Lost Decade" ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Summary ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

So What? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],There are a lot of sellers of retirement plan products and services. There are very FEW qualified pension consultants. Retirement Solution Group

How do you, and your clients, fair? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Retirement Solution Group

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Plan Design 101

1. Plan Design 101 April 27, 2010 Presentation by: Steve Scott Managing Partner Retirement Solution Group, LLC

3. Who Is RSG?

7. Case Studies

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13. The Defined Benefit Game

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Hinweis der Redaktion

NOTE ABOUT SPEAKER NOTES: Content in the speaker notes section are not meant to be used as scripts and SHOULD NOT be distributed to clients. Instead, they’re supposed to provide general concepts expressed by the material, explanations of specific services and capabilities, and suggestions for expressing these ideas effectively. You may replace content in these speaker’s notes with your own language that reflects the concepts being expressed.
The purpose of this section is to demonstrate our client-focused approach by showing that we’ve done our homework to identify what we know about their financial challenges and objectives and what we can do to address them.

Plan Design 101

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