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
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