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Plan Design Concept 2

Great Lakes Pension’s credentialed consultants understand that the best retirement plan is the one that fits a plan sponsor’s business objectives and the plan participants’ retirement goals. To answer the question, “What retirement plan should my business use,” we will pose many questions of our own. That’s how we get to the answer. With the right information in hand, we can design the right plan.

We offer virtually every type of benefit plan available, but more importantly, we specialize in finding the right plan for you. As your Third-Party Administrator, Great Lakes Pension will coordinate our services with your financial advisor and recordkeeping platform to deliver a best-in-class solution.

Our Process Will Include

Plan Analysis:
We’ll gather all the pertinent data needed so the recommendations we make for your business are targeted and appropriate—specific to your business. Whether you are looking to establish a new plan or to revise an existing plan, we will offer the best solutions available.

Plan Design:
Once the best plan is chosen—the one that meets your needs—we apply our expertise to the implementation process, working with you to draft all plan documents required for Internal Revenue Service qualification.

Related pages

Plans We Support

Plan Design & Administration


“The transition from the old pension to our current plan/401K was easy, and continues to be easy to manage. Thank you!”

~ Teresa Hays, Jackson Pediatric Dentistry

Ask yourself if what you are doing today is getting you closer to where you want to be tomorrow.