Plan-design questions
Start with the plan-type selector to review high-level plan-design questions before a qualified review.
Audience pathway
Help your client start a new retirement-plan conversation.
For advisors and CPAs working with United States employers, organize high-level client goals and questions about retirement-plan services.
Prepare a shared discussion
Use role labels to organize questions for a client conversation without recording personal details. No confidential personal or employee/financial records.
Both worksheets work as blank printable sheets without JavaScript. Use the browser Print command or the Print / Save as PDF control.
Coordinate a focused client discussion
Yang's Pension Consulting, Inc supports employers across the United States with new 401(k) and safe-harbor plan design and administration, and cash-balance and defined-benefit plan design and administration. Services include testing and filing support and actuarial support.
Bring high-level client business goals and questions about the proposed service scope. Clarify who will address each question rather than assuming one provider handles everything.
Ask which services would be included in an engagement and how employer, payroll, and provider responsibilities would be coordinated. The first contact is a high-level discussion, not individualized plan-design or pricing guidance through this website.
Do not enter or transmit sensitive or participant-level data. This staging page does not collect information.
Resource library
Browse topic-based educational reading for the question you are preparing to discuss.
Printable guides
Use an existing planning guide to organize high-level coordination questions.
Request a conversation
Use the consultation page to prepare a high-level request. The website does not create an inquiry database.
Plan administration handoff
Use a printable worksheet to organize contacts and high-level coordination questions.
Advisor Introduction Kit
Use existing educational resources to organize high-level discussion questions.