Advisement in Retirement Plans for Businesses

Let us help you find the right retirement plan for the company you own or manage. You want to reward yourself and your employees by offering competitive benefits. The right retirement plan can help you attract, retain, and reward employees while meeting your personal and business objectives.

Allow us to assist you in comparing the features of different available options. Today's business leaders have a multitude of choices when designing or revising a plan. We can help you understand, plan, design, and select from the available options and the costs involved. We can also review your current plan to see if it can be more cost-effective, better meet your goals, or reduce your fiduciary obligation.

Lifetime Value Management works with businesses in a consultative manner to help design and implement corporate retirement plans. We have access to numerous providers, administrators, and investment solutions. Additionally, we collaborate with plan administrators as external consultants to design employee education plans, review current platforms, and make new recommendations.