Products & Services:Plan Design

Our team of dedicated consultants will guide you through strategic goal setting, assessments and documentation to ensure plan assets are well balanced against benefit liabilities. When all variables are balanced, you are presented with an extensive and totally objective Plan Diagnostic Report, your foundation for informed decision-making complete with a Plan Summary and suggested enhancements.

As we examine your plan features, we’ll indicate areas for improved efficiency and impact. For example:

  • Eligibility Provision
  • Deferral Elections
  • Investment crediting options
  • Vesting Schedule
  • Discretionary/Matching Contributions
  • In-Service Distributions

Count on Centennial for a thorough review of your plan. Our expert consulting services will cover a range of disciplines that address the specific needs of your retirement program.

Additional Resources Our Clients Find Valuable

Fiduciary Support Services

Our advisors are your partners in fiduciary compliance, protecting you from personal and corporate liability.

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Investment Due Diligence

Centennial advisors stay ahead and on top of your fiduciary responsibility.

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We will assist in benchmarking your fees and services to the competitive marketplace.

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We can provide targeted education and ongoing communication to ensure successful retirement planning.

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