Broker Check

Corporate Retirement Plans

GUIDANCE & SUPPORT FOR BUSINESSES OF ALL SIZES

401(k) Plans, 403(b) Plans, Defined Benefit Plans,

SIMPLE IRA Plans, SEP Plans, Profit-Sharing Plans,

and more.

EMPLOYER & 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.

Conduct Annual or Semi-annual Trustees Meeting.

Assist in Creating Investment Policy Statement.

Conduct 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 EDUCATION & 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.

We have a group of experienced representatives waiting to serve your business.

Our Team

Take a look at the complimentary resources we have available to you:

Our Resource Center

Corporate Retirement Plan Team

Aaron Taylor

Aaron Taylor, AIF®

Registered Representative

513.699.2990

513.699.2991

Katie Duritsch

Katie Duritsch

Registered Representative

513.699.2980

513.699.2981

Kyle Redmond

Kyle Redmond

Registered Administrative Assistant

513.699.2970

513.699.2971

Ian G Koutny

Ian G Koutny

Wealth Management Assistant

513.699.2948

513.699.2949

How can we fulfill your business's needs?

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