The challenges of plan sponsorship have increased dramatically in the last decade. Highland Capital partners with sponsors to successfully manage these complex programs. The variety of plan situations we have assisted with include:

Pension Plans

  • Cash balance, floor and other non-traditional designs
  • For profit and non profit entity solutions
  • Taft-Hartley / joint Trustee plans
  • Distressed / terminating plans

Savings Plans

  • Traditional 401k and other section 401(a) plans
  • 403(b) for non-profits and other qualified entities
  • Taft-Hartley / joint Trustee plans
  • ESOP's
  • Platform review and Vendor searches