 Retirement
Plan Expertise
At a time when an increasing number of Americans are becoming aware
of the importance of their own personal retirement planning decisions,
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, and then in
interviewing multiple prospective service-providers in order to find
the right fit. This can be an expensive and time-consuming task.
Flexibility
Lucien, Stirling & Gray Advisory Group 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, as well as assistance in
the hiring and monitoring of outside service-providers such as
TPAs, trustees, and asset managers. We also provide full enrollment
and employee education functions customized to fit your needs.
Customized Service
Whether you have an existing plan and are seeking an improved
level of performance in a particular area, or you are establishing
a new plan and need complete start-to-finish design, enrollment,
and monitoring functions, we can help. Rather than try to make
you fit with a prepackaged plan or investment, we like to start
at the other end and design a plan that fits you.
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