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Retirement Plans

Establishing Your Employer-Sponsored Retirement Plan

At Lifetime Retirement Partners, we believe that a secure retirement should be within everyone’s reach—and employer-sponsored retirement plans are a key part of making that possible. If you’re an employer looking to offer this option to your employees, we can help. Offering a retirement plan can bring many challenges and responsibilities, but we can help you to navigate those obstacles by providing essential education and ongoing service in a changing business environment.

Customized Plans to Fit Your Needs

We can do more than just point you in the right direction. We provide thorough, customized plans that meet your business’s needs, and help you with every step of the process in setting up your own employer-sponsored retirement plan:

  • Unbiased selection of plan record keepers
  • Selection of and partnership with high-quality, third-party administrators
  • Investment option advice and selection
  • Selection of the right fiduciary protection
  • Creation of investment policy statement

We’ll walk you through every step of the often-complex process of finding, selecting, funding, and implementing your employee retirement plan, so that you can feel certain you’re offering your employees the best possible plan for your budget.

Ongoing Education and Support

At Lifetime Retirement Partners, we don’t believe in setting up a program and walking away. We’re long-term partners in all aspects of your retirement planning, and that includes the retirement planning benefits you put into place for your employees. Once your program is in place, we can provide education and seminars for your participants, as well as individual advice as needed.

We also offer you, the employer, continued access to our high-integrity financial advisors. Every year, we’ll perform a plan health assessment and bench marking for your retirement plan. As your business’s needs change, we’ll help you to determine if your employees’ retirement program should change too.

We service every type of retirement plan out there:

  • 401(k)
  • 403(b)
  • 457
  • Cash balance
  • Safe harbor
  • Profit sharing
  • Pension/defined contribution

No matter what type of program you hope to provide, we can help you establish it in your workplace. Or, if you’re uncertain which retirement program would benefit your employees most, we’ll help you to compare all of the options to find the best fit.

Whether you need assistance establishing a new program or you want us to assess the status of an existing retirement benefit plan, Lifetime Retirement Partners can help.