Courageous Plan Design

100% Focused on Employer-Sponsored Retirement Plans

The Power of Automation

Review My Current Plan Design

Employers spend a lot of time, money, and energy creating retirement plans and encouraging participation, but many employees still contribute too little - or nothing at all - to their plans. Why? The reality is: no matter how a plan is designed, your default is steering employees in some direction. Is it a good one? Is it working?

Creating a successful, competitive retirement plan means having a high-impact program that drives participation and readies your people for retirement. Using Courageous Plan Design™, we strive to build a cost-effective solution that can improve plan health.


How BHS Can Improve Plan Health

  • Automatic enrollment
  • Higher minimum deferral rates
  • Automatic escalation features
  • Strategic employer matching programs
  • Retirement savings leakage prevention

Our retirement professionals at BHS Financial Services can help you design a system that makes saving as easy as doing nothing.

Get in touch with our BHS Financial Services team about Courageous Plan Design.

Investment advisory services offered through Global Retirement Partners, LLC dba BHS Financial Services, an SEC registered investment advisor and separate entity from BHS Insurance.

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