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Retirement Plan Expertise
 At a time when many of us will live far past retirement, a well-designed, effectively administered, and clearly-communicated retirement plan is one of the most important and visible employee benefits a company can offer.
The challenge that most companies face in establishing a plan lies in sorting through the various combinations available, then interviewing multiple prospective service-providers to find the right fit. This can be an expensive and time-consuming task, but we can help you navigate through the maze.
Lucien, Stirling & Gray Advisory Group, Inc. provides a full range of retirement plan consultation services, including both qualified and non-qualified plans.
As an independent firm, with extensive in-house retirement plan expertise, we assist clients in all aspects of plan operation. We provide initial design consultation and assist in the hiring and monitoring of outside service-providers such as TPAs, trustees, and asset managers. We also customize full enrollment and employee education functions to meet your needs.
Whether you want to improve your existing plan or need to establish a new plan and manage enrollment and monitoring, we can help. We’ll work to design a plan that fits you.
Have questions about our Retirement Plans? Read our FAQs.
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