At Financial Design Investments & Insurance, we take a structured and systematic approach to managing retirement plans. 

By first understanding your needs and goals, we design customized strategies that help businesses and employees work toward long term financial success. Our team reviews current benefits, participation, and costs to implement and maintain plans effectively year after year.

Retirement Plans

Plan Options

We offer a wide range of retirement plans to fit your business:

  • SEP & Simple IRAs
  • 401(k), 403(b), and 457 Plans
  • Profit-Sharing & Cash Balance Plans
  • Non-Qualified Deferred Compensation (NQDC)
  • Employee Stock Ownership Plans (ESOP)

Fiduciary Assistance

As Accredited Investment Fiduciaries® (AIF®), we provide expertise and transparency in retirement plan management. Whether acting as a 3(21) fiduciary advisor, or partnering with a 3(16) fiduciary, our goal is to deliver the support you need.

How We Support You

Investment policy assistance

Ongoing recommendations & performance reports

Plan search, benchmarking, and fee analysis

Committee education & participant enrollment

Employee engagement through education, seminars, and financial wellness programs