Maximizing Plan Design
“What’s measured improves.” - Peter Drucker


401kAIM utilizes a plan design optimization process that is unique to each client. The key theme of this process is that better plan design leads to better participant behavior and better outcomes. This patented process helps plan decision makers find the right plan provisions that will give their employees the best chance of retiring comfortably for an amount the employer can afford. The data is valuable to HR and Finance teams as it considers the various important business issues that should be addressed when examining plan design. It provides insights to your plan and employee base that you have never seen before.
This report’s patented method meets STAR Quality standards. This means it is:
Simple, so it can be understood
Transparent, so it can be verified
Actionable, so it delivers concrete value
Responsive, so it addresses client needs

