Broker Check

Retirement Plans

Lifetime Retirement Partners are focused on providing outstanding service to our client’s retirement plans in a changing environment. With our partnership our clients can count on us to help them navigate the challenges and responsibilities of offering a retirement plan. We provide the necessary education and knowledge to plan sponsors and employees to create optimal plan design and drive employee outcomes. LRP is equipped to guide you through every step of the process from design, implementation, enrollment and management. 

 

Our Services

  • Customized Plan design to fit your needs
  • Unbiased independent selection of plan record keepers
  • Selection and partnership with high quality third party administrators
  • Investment option advice and selection
  • Access to high integrity financial advisors
  • Participant education, seminars and individual advice
  • Choosing the right Fiduciary protection
  • Creation of investment policy statement
  • Annual plan health assessment and bench marking

 

Types of Plans We Service

  • 401(k)
  • 403(b)
  • 457
  • Cash Balance
  • SEP IRA
  • SIMPLE IRA
  • Safe Harbor
  • Profit Sharing
  • Pension/Defined Contribution

 

We realize that simplicity and efficiency is important to plan sponsors. We strive to provide the maximum value to our plan sponsors and their employee’s through our proven process, technology suite and service model. Record keepers, third party administrators and investment managers may change but our goal is that Lifetime Retirement Partners remains “A Partner You Can Count On” through the life of your plan.