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Courageous Plan Design

Workplace Retirement Solutions

We help design retirement plans that strive to increase an employer’s benefit return on investment (ROI) while enhancing participant outcomes.

One size does not fit all when it comes to retirement plans. As your advisor, we can help you determine the design that can maximize your contributions and minimize your tax liabilities.

We remain committed to staying abreast of the latest resources, trends, and legislative developments so that we can help empower you and your employees to effectively plan and prepare for retirement.

We are experts in advanced plan design analysis and implementation including cross-tested profit-sharing plans, cash balance plans, employee stock ownership plans (ESOPs) and deferred compensation plans.

Our goal is to provide you the tools and resources that can help you build and maintain a successful plan for your employees.

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Susan Van Cappellen

Retirement Plan Times Newsletter: Advice At A Higher Level, Q1 2022

As flowers and trees begin to bloom, we bring you our spring season quarterly newsletter. In this edition, you will find information on helping employees make their money last as well as financial wellness statistics.

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We’d love to meet you