LifePlan has relationships with many Record Keepers, which means we can find the best fit for your company. We also work with national payroll companies that will allow your company seamless investment flow.
The 401K Retirment industry is continually evolving. Laws are changing and providers are becoming more competitive. Not to mention the DOL requires that you to benchmark your plan every three years. We can assist with this.
As an owner or executive of your company, you sacrifice a lot of time and efforts. This can be reward by accumulating much more deferred income into your retirement. We work with several specialist who can design a plan for you.
Education is key to a healthy plan. It makes your employees understand the value of saving. Also helps your plan run smoothly. Our investment partners coordinate their education programs with us, so we keep your employees informed.
Your plan is regulated by the DOL. Are you confident that if you were audited your plan would pass? We can help you be sure it will. Also, we can implement 3/16 and 3/38 provisions that will take the plans fiduciary responsibility away from you.
If you would like more info on starting a plan, contact us. If you have a plan, we can review it for you. We simply need your fund line up and fee disclosure. Click below and let's begin.