Comprehensive Retirement Plan Solutions

Evergreen Retirement Plan Consulting, LLC provides consulting services for retirement plan sponsors and their advisory team (including their CPA and investment advisor). Our focus is on helping businesses achieve their retirement plan goals. We provide retirement plan design, an analysis of the financial condition of the plan, compliance information, administration and necessary government filings for every type of qualified retirement plan in the country.

Qualified Retirement Plans

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We work with Defined Benefit (DB) Plans and Defined Contribution (DC) Plans.

Defined Benefit Plans

Defined Contribution Plans

Customize Your Plan for Your Business

We highly customize each plan for every business we encounter. We do not believe that one-size-fits-all. We believe that basic 401(k) plans in the country do not align well with what most small businesses could have in terms of a retirement plan. Simply put, many business owners do not know what is available, and assume that their plan may be the best for their goals without realizing that there are a myriad of design options that could better fit their needs. We are here to educate plan sponsors and help install and maintain plans that will most clearly fit business owners’ individual and corporate goals.

Federal Licensing with a Local Focus

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We can do any type of plan available in the United States under current IRS, ERISA and DOL rules and regulations. We have federal licensing that allows us to perform work anywhere in the country. However, we love working locally throughout the Pacific Northwest with local advisors, helping local business owners, so that we can meet face-to-face with the people with whom we work.

Retirement Plan Help for Small Business

We primarily tend to provide services for smaller plans (although we can administer larger plans). Retirement plans can help business owners meet the goals of 1) additional tax savings, 2) retirement readiness for owners and staff, and 3) a meaningful employee benefit. We help design (or redesign existing plans) to meet those goals in the order most important for the particular Plan Sponsor.

Locations

We are available for in-person meetings within reach of our Seattle, WA and Austin, TX offices, but we’re just a phone call, email, or virtual meeting away for clients in other parts of the US.