Simplify retirement planning

Retirement plans have become more complicated than ever. Today, employers have to take their roles as plan fiduciaries very seriously. Under ERISA Law, employers can be held liable if they violate duties of prudence, diversification or adherence to the documents governing the plan. What does this mean for you? How do you — as an employer who is running a business and dealing with customers every day — find the bandwidth to ensure you are acting responsibly as a plan fiduciary?

At Lebin Financial, we can provide the vendor analysis, plan investments, fee structure analysis and employee education that your business requires. We have long-established and strong relationships with the top financial institutions in order to provide the right retirement plans for your unique company. Whether your needs are for a traditional 401(k) plan, or one with a profit sharing plan option, or a defined benefit plan, we can help you navigate the choppy waters of compliance with the IRS, the Department of Labor and other governmental agencies to ensure smooth implementation as you provide a key benefit to your employees. We offer a no-obligation review of your situation to see if your plans meet the current guidelines and offer your employees the best investment choices.