Retirement Plan Services
Employer and Trustee Support
We provide a high level of support for the employer/trustee. Our service model helps our clients save time, save money and mitigate the fiduciary responsibility inherent in a retirement program.
In addition, we strive to help owners and key employees maximize their tax deferred investment into the plan.
Annual or Semi-annual Trustees Meeting
Assist in Creating Investment Policy Statement.
Annual due diligence on fund selection.
Establish systems to help you control Fiduciary Liability.
Analyze year-end testing for plan design improvements.
Review year-end testing for accuracy.
Analyze ways to maximize contributions for ‘key employees’.
Assist in coordination of removing terminated employees from the plan.
Review and Negotiate for the reduction of plan expenses.
Assist Plan Sponsor with any unforeseen problems in plan.
Employee Educational and Financial Guidance
A strong employee education program is the foundation of an effective retirement plan. At Lang Financial Group, we focus not only on the owners of the company, but also the rank and file employee.
We feel that a strong education program will give the employees a greater appreciation of the Retirement Plan as a benefit, and a greater understanding of the time, money and effort put forth in providing that benefit.
In addition, a strong employee education program will help improve participation in the plan, which in turn can help highly compensated employees make greater tax-deferred contributions.
Conduct quarterly, semi-annual or annual meetings with employees, as desired.
Assist with enrolling new hires.
Provide one-on-one consultation to employees after group meetings.
Allow participants to call directly with any questions.
Create one page Plan Summary for quick access to plan provisions.
Provide consultation to employees regarding financial issues.