Redesign or restructure your plan
Keep what’s good, discard what’s bad and improve your outcomes. It’s pretty straightforward.
Your Plan Isn’t Broken. It’s Just Underperforming.
Already have a retirement plan in place—but feel like it’s not doing enough?
Maybe you’ve been told you’ve “maxed out” your contributions. Maybe service is slow, errors keep popping up, or you’re not getting the strategic guidance you need.
That’s where we come in.
We Fix Underperforming Plans
If you’ve been told your contributions have hit the ceiling, your current TPA is more reactive than strategic, or your plan hasn’t kept pace with your business growth, it may be time to reevaluate.
At Mirador, we review, restructure, and transition underperforming retirement plans to unlock higher owner contributions, increase tax savings, align plan design with your income and business goals, and strengthen compliance.
How We Work:
First and foremost, we have to know what you’re doing now to know if we can do better. So every engagement is going to start with a conversation, followed by a deepdive into what you have right now and then a recommendation for how we can do better.
Better Results and No Disruptions.
Transitioning a plan doesn’t mean starting over. We ensure a seamless process with no disruption to participants and full transparency to your team. Most of all, we make sure your retirement plan finally does what it was always supposed to: build wealth and reduce taxes.