Sustainable Retirement Plans Unique to Your Business
Since 2011, designing retirement plans thoughtfully that grow with your business and support the people behind it.
01
Carefully Cultivated
Plans That Put Your Business First
At Evergreen Retirement Plan Consulting, we believe retirement plans should be carefully cultivated, not pulled from a template. Every business has its own structure, goals, and financial landscape, which is why we set a clear pathway, designing retirement plans that are intentionally shaped to fit your needs.
02
True Actuarial Leadership
Expertise Few Firms Can Offer
Evergreen Retirement Plan Consulting is one of the few firms in the country with a licensed Enrolled Actuary performing work directly in-house.
This credential, held by only a small number of professionals nationwide, authorizes the actuary to perform and certify required pension calculations and filings for defined benefit plans.
Because this expertise is part of our own team, our clients receive a level of transparency, precision, and accountability that many firms cannot provide. The work is performed by the professional who stands behind it, giving you direct access to the expertise guiding your plan.
03
Shaped with Care
Plans Built Around Your Goals, Not Templates
The bonsai tree in our logo represents a simple idea: meaningful growth requires attention and care.
Like a bonsai, a well-designed retirement plan is shaped intentionally over time. It requires thoughtful structure, periodic adjustments, and an understanding of how small decisions influence long-term outcomes.
At Evergreen, we approach every plan with that mindset. We carefully shape the structure so it remains balanced, sustainable, and aligned with your business as it evolves.
04
Working with Advisors
Built to Support the Advisory Team
Retirement plans rarely succeed in isolation. They work best when business owners, financial advisors, and tax professionals collaborate with clarity and mutual respect.
We operate as a technical partner to the advisory team, providing specialized retirement plan expertise while supporting the relationships advisors have built with their clients. Our role is to strengthen the process, provide reliable analysis, and ensure the retirement plan integrates smoothly with broader financial and tax strategies.
We’re proud to provide clear communication and timely responses so decisions can move forward with confidence.
Our Services
Plan
Design
Plan Take-Over
Review
Plan Documents
& Amendments
Compliance
Testing
Actuarial
Services
We support your company’s retirement plan from initial design through ongoing administration, working alongside your advisory team to keep the plan compliant, efficient, and aligned with your business goals.
Retirement Plan Structures We Offer
No two businesses grow the same way. We use the full range of retirement plan structures available under federal law to build plans that support your company’s goals and reward your team.
Traditional 401(k) Plan with Employer Match
401(k) Plan with Safe Harbor Non-Elective Contribution
401(k) Plan with Safe Harbor Matching contribution
401(k) Plan with Safe Harbor Nonelective Contribution & Profit Sharing
Defined Benefit & 401(k) Plan
Cash Balance Pension Plan & 401(k) Plan
Evergreen Insights
Plan Perspectives
Practical guidance, regulatory updates, and planning strategies to help business owners and advisors cultivate stronger retirement plans.
Common Questions
What are the benefits of working with a Retirement Plan Consultant (RPC)?
A Retirement Plan Consultant (RPC), sometimes referred to as a retirement Third Party Administrator (TPA) helps design a plan that aligns with business goals while staying compliant with regulations. They coordinate with financial and tax advisors, identify tax efficiencies, and reduce administrative burden, resulting in a more strategic and well-managed plan.
What type of retirement plan is best for a growing business?
The right plan depends on company size, profitability, and long term goals. Defined contribution plans offer flexibility, while defined benefit or cash balance plans may allow for higher owner contributions. A tailored approach ensures the plan supports both workforce structure and future growth.
How can a retirement plan reduce taxes for a business owner?
Retirement plans can provide substantial tax advantages by allowing deductible employer contributions and tax deferred employee savings. Certain plan designs can be structured to allocate a larger share of contributions toward owners while still benefiting employees, helping reduce overall taxable income.
Let’s Design the Right Plan for Your Business
Meet with us in person near our Seattle or Austin offices, or connect from anywhere in the U.S. by phone, email, or virtual meeting to begin shaping the right retirement plan for your business. Click the button to submit an inquiry form or contact us directly by calling our main office at (425) 615-7999.