Great Lakes Pension wants to make the complex business of retirement easier for you. We hope you find the resources on this page helpful.
Education is Key
We stress Education in all aspects of our business:
- Employees — We encourage, support, and pay for our Consultants to obtain and maintain multiple credentials. Continuing Education, seminars and webinars are essential to a highly skilled and knowledgeable staff.
- Advisors — We educate Financial Advisors and CPA’s by participating in several speaking engagements throughout the year: many of these events qualify for Continuing Education credits. The more knowledge, the better the team supporting our mutual clients. We provide this service on a complimentary basis. If you are interested in having a member of our team speak at an event, please contact us.
- Plan Sponsor Clients — We become your Retirement Plan Experts so you don’t have to, however, we are happy to provide educational materials to you.
Plan Sponsor Education
Compliance / Reporting Dates
Data Submission Guide
Investment Vendor Partners
“Beth Clay is outstanding!! I compliment her often and thank her for making everything so easy. We switched to Great Lakes because we were unhappy with our previous 401k company. We could not be more pleased! Thank you!”
~ Specialty Trade Contractor in Royal Oak, MI
Great Lakes Pension…Where knowledge meets excellence.