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Vita Planning Group leverages its decades of experience and in-depth knowledge of the retirement plan industry to assist with the design and oversight of your company’s retirement plans.
We ensure that plans are designed to best meet the needs of the organization. Plan design may include customizing key plan provisions, benchmarking design against industry competition, and even optimizing employer matching via our proprietary matching algorithm.
We have partnered with pension compliance experts to assure that all ERISA compliance requirements are met. This includes plan document requirements, non-discrimination testing, IRS Form 5500 filings, and even DOL audit support.
We also provide profit sharing plans, money purchase plans, executive deferred compensation, and merger/acquisition consulting. All of our retirement-related services include comprehensive employee communication and education.