Allocation Computation and Analysis

It’s not always easy for employers to determine the best way to contribute to their employees’ retirement future.

DRS helps clients identify the best allocation method given their wishes, supported by meticulous analysis to ensure the recommended allocation fits both the client’s goals and the corresponding regulations.

DRS also offers new comparability plan documents and allocation computation services. New comparability allows employers to choose how the contribution is allocated based on groups of employees, and is an excellent way for select groups of employees to maximize their contributions.

New comparability allocations are often considered an unconventional plan feature that can cause problems for even the most experienced third party administrator. We have many years of experience successfully handling new comparability plan documents and allocations and are thus well positioned to advise clients about the nuances of this sort of contribution.





Client Videos