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Plan Design & Compliance

The regulatory burdens on retirement plan sponsors have increased significantly over the past decades.

Against an ever-changing regulatory background, continual review of retirement plans is essential. Our team is expert in the regulatory framework affecting retirement plans and their investments, and in ensuring that the plan’s design is current and takes advantage of the best available features.

The Centurion Group will review the design and operational features of your company's plan, from an unbiased perspective, focusing on:

  • Increasing employee participation and deferrals
  • Maximizing deductable employer contributions
  • Compliance with 404(c) investment guidelines and requirements
  • Online participant access for account balance inquiry and changes
  • Key personnel Internet access to plan and participant data
  • Paperless enrollment
  • Electronic transmittal of payroll, loan and distribution transactions
  • Automatic enrollment/negative election
  • Optimum frequency and educational content of employee communications