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Plan Design
There are several types of Retirement/Benefit solutions available in the market place for companies and their employees to utilize. We have listed many of them below in our plan summary document. However, these are just broad based descriptions. Typically, these solutions can have different provisions depending on the company or employers preferences.
Plan design is more than just selecting the right Retirement/Benefit solution. In some cases it can be marshaling the right support firms with their specific competencies and focus. Integrated record keepers, actuaries, third party administrators, broker/dealers and trust companies are essential elements in creating superior client service to our plan sponsors. Lenger Asset Management acts as the lead in guiding and assembling these relationships or working with current providers to help take some of the burden off the plan sponsor. |
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