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Employer Sponsored Retirement Plans

GUIDANCE & SUPPORT FOR BUSINESSES OF ALL SIZES

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.

Plan Offerings

401(k) Plans

A qualified retirement plan available to eligible employees of companies. 401(k) plans allow eligible employees to defer taxation on a specific percentage of their income that is to be put toward retirement savings; taxes on this deferred income and on any earnings the account generates are deferred until the funds are withdrawn—normally in retirement. Employers may match part or all of an employee’s contributions. Employees may be responsible for investment selections and enjoy the direct tax savings.

403(b) Plans

A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations.

Defined Benefit Plans

A retirement plan under which the benefit to a retiring employee is defined. Defined benefit plans are normally funded by employer contributions.

Defined Compensation Plans

A retirement plan under which the annual contributions made by the employer or employee are defined. Benefits may vary depending on the performance of the investments in the account.

Profit-Sharing Plans

A defined-contribution plan under which employees share in company profits. The funds within the plan accumulate tax deferred.

SIMPLE IRA Plans

A qualified retirement plan that allows employees and employers to contribute to traditional IRAs set up for employees. SIMPLE plans are available to small businesses—those with 100 or fewer employees—that do not currently offer another retirement plan.

....and More!

Our platforms include, but are not limited to:

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.


Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
Learn More

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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Employer Sponsored Retirement Plan Team

Aaron Taylor

Aaron Taylor

Registered Representative

513.699.2990

513.699.2991

Katie Duritsch

Katie Duritsch

Registered Representative

513.699.2980

513.699.2981

Kyle Redmond

Kyle Redmond

Qualified Retirement Plan Consultant

513.699.2970

513.699.2971

Ian G Koutny

Ian G Koutny

Investment Professional

513.699.2948

513.699.2949

How can we fulfill your business's needs?

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