Plan Design 101

Plan Design 101 June 23, 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

Plan Design 101

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