Retirement
Planning
At THE LBL GROUP
we design, implement and manage the most efficient pension plan
for our clients needs. These plans include 401(k) plans, Simple
IRA plans, Pension and Profit Sharing plans, Safe Harbor plans,
and Tax Sheltered Annuities.
We actively participate in the administration of the plan with
no additional cost to the plan sponsor. This is to alleviate as
much work as possible for the plan administrator.
Our services include enrollment meetings, participant education
and annual administrative support. We also provide individual
employee consultation for personal retirement planning.
Our
Experience includes
- Investment
analysis
- Plan Design
for Optimum Efficiencies
- Efficient
Transfers between Plans
Our
Commitment
- Quality
Enrollment Meetings & Employee Communications
- Participant
Education
- Application
Processing and Management
- Assist
HR Departments with Administrative Duties
|
|