With over 35 years of experience helping clients manage the intricacies of retirement plan administration, Great Lakes Pension understands that the best retirement plan design is the one that fits a plan sponsor’s corporate goals and plan objectives. To meet the needs of our diverse clients, we offer a wide variety of retirement plan options.
We will collect all the pertinent data required to make well-informed recommendations. With the right information in hand, we can design the right plan for you.
Whether you are looking to establish a new plan or to revise an existing plan, you can count on Great Lakes Pension to customize solutions to meet your needs.
With the right plan design, we will help you understand what is involved in establishing a retirement program. Our professional staff will guide you through each step of the process, providing all the necessary documents to establish your qualified plan.
Next, we will work with your financial advisor and investment platform to coordinate a smooth implementation of your plan.
With your plan up-and-running, we will assign a dedicated plan consultant to support and guide you. Specifically, we will provide plan administration, compliance testing, maintenance of plan documents, yearly filings with the IRS and other services required to ensure your plan continues to work for you.
You can rely on the deep knowledge and experience of our credentialed team, including an on-staff actuary, to help you meet your goals.