Do You Need a Specialist?          

The Qualified Plan Environment is demanding.  Plan administration requires the technical knowledge and understanding of the legal and regulatory environment, as well as a sensitivity to the compliance and disclosure obligations.

With there being the desire for companies to offer "one-stop shopping", many firms offer plan administrative services in addition to selling insurance and investments.  Often, this area is a very serious weakness to what they otherwise do well.  The word of caution is - be sure you're dealing with a Specialist.

As the Plan Sponsor, ultimate responsibility for Plan Compliance rests with you.  Using a Specialist will minimize the potential for mistakes or noncompliance which could result in penalties or plan disqualification. 

        Great Lakes Pension is your Specialist

Consulting on a proactive basis enables us to anticipate and effectively deal with regulatory issues and continually monitor your plan to ensure it meets your needs and objectives.  In addition, we will keep you abreast of any new developments which may enhance your plan.

As an Independent firm whose only business is administration and consulting, we make recommendations which are best for you and are unencumbered by product sales.

Our service provides independent, professional assistance to you, your accountant and your attorney.

We recognize that effective administration systems and procedures are critical to the ultimate success of plan operation.  Accordingly, these efficiencies enable us to price our services competitively.

Our specialists and technical staff have the experience and expertise to provide you with the finest services available.  We are proud of the personal, long-standing relationships we have developed with our clients and their advisors and strive to surpass their expectations.