Tanara provides consulting services for employers and plan sponsors evaluating retirement plan structures for their organizations. Retirement plans can play an important role in employee benefits, long-term savings opportunities, and overall compensation strategy.
Our approach considers factors such as organizational structure, workforce demographics, cash-flow considerations, and long-term business objectives when evaluating plan design options.
401(k), 403(b), and 457 plans are common employer-sponsored retirement programs that allow employees to contribute a portion of their compensation toward retirement savings.
These plans offer flexibility in contribution levels, employer match design, eligibility provisions, and investment options.
Defined benefit and cash balance plans are sometimes considered by business owners and highly compensated professionals seeking to contribute larger amounts toward retirement savings within the framework permitted by current tax rules.
These plans may involve higher contribution thresholds than many defined contribution plans and can be evaluated alongside broader financial planning considerations.
Nonprofit institutions, educational organizations, and other tax-exempt employers often operate within distinct regulatory and governance frameworks.
Tanara works with plan sponsors to evaluate retirement plan structures that align with organizational requirements and employee benefit considerations.
Employers sponsoring a retirement plan face a range of responsibilities related to plan design, investment oversight, regulatory compliance, and employee communication. Tanara works with plan sponsors to evaluate these responsibilities and support the ongoing governance of their retirement plans.
Our consulting services focus on plan structure, investment oversight, fiduciary considerations, and participant education so that employers can maintain a retirement program that is well organized and aligned with their organization’s objectives.
We assist employers in evaluating existing retirement plans or considering the design of a new plan structure.
Areas commonly reviewed include:
Plan sponsors have fiduciary responsibilities under ERISA when overseeing retirement plans.
Tanara provides guidance to help plan sponsors understand these responsibilities and maintain documentation related to investment oversight, plan governance, and committee discussions.
We assist plan sponsors in reviewing and monitoring the investment options available within a retirement plan.
This process may include reviewing fund performance, evaluating fees, and maintaining documentation related to investment oversight decisions.
Employee education can help participants better understand their retirement plan options.
Tanara provides group education sessions, enrollment support, and general information regarding retirement savings considerations.
If you are evaluating a retirement plan for your organization or reviewing an existing plan, Tanara can provide guidance on plan structure, governance considerations, and investment oversight.
Schedule a consultation to discuss your organization’s retirement plan considerations.
