Start or redesign
Use the plan-path overview to frame high-level design and workforce questions before a discussion.
Audience pathway
Planning a new retirement plan for your business?
United States employers and business owners can organize business goals and high-level questions before contacting Yang's Pension Consulting, Inc.
Prepare your meeting agenda
Use generic prompts to organize an employer conversation, then note provider questions. 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.
Prepare your employer new-plan questions
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.
Outline your business goals, workforce needs, contribution budget questions, and payroll-provider questions without sharing confidential records.
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.
Sponsor planning path
Organize recurring handoffs
Map contacts, events, and follow-up points before reviewing coordination with providers.
Prepare focused questions
Use the resource library and payroll guide to turn a broad concern into a focused conversation.
Keep planning high level
Do not include employee census data, Social Security numbers, account details, participant information, or other confidential records in a worksheet or email inquiry. Keep source data in the systems approved for it.
Next step
When you have organized the question, use the consultation page to prepare a high-level request. The website does not create an inquiry database.