Qualified Plan Design

Ready for a Thoughtful Designed Plan?

We are experienced in designing retirement plans for business owners and companies. We provide professionally managed and simple to administer plans with engaging employee education designed to improve overall employee financial wellness. We combine all of this with a level of “do the right thing” professionalism – often at the same or lower costs than our competitors.

There are four steps to having the best retirement plan possible:

  • UNDERSTAND - How is your retirement plan ranked nationally using objective 3rd party metrics. If your Plan Score is 50 or lower, your plan can and should be improved.
  • CONTACT - Thoughtful Advisors will provide your no cost Plan Score and a Retirement Plan Diagnostic (RPD) Analysis from AdvisorLab™ - We waive the $495 fee for requests from our website, from referrals from Tampa Bay area professionals or from chamber of commerce member businesses.
  • POSSIBILITIES - Using the Plan Score metrics and your plan's peer group comparison information, Thoughtful Advisors prepares a Retirement Plan Efficiency (RPE) Analysis showing side-by-side comparison of the current plan to the redesigned plan.
  • TAKE ACTION - Do something. Nothing changes until the plan fiduciaries decide to improve the plan by taking action.

We help you Understand What Is Possible. You decide what your next step is.