Plan Design

In a world of out of the box solutions the benefits of a flexible plan design have been lost.  At Carolina Wealth, we believe a flexible Plan Design is the foundation for a successful retirement program.

Our commitment to understanding the needs of the plan sponsor along with the ability to think outside the box allows us to help plan sponsors design plans more effectively.  We work with Plan Sponsors to make certain that plan design is not a limiting factor in the success of the retirement program.

Our attention to detail is your advantage!