Services

Corporate Retirement Planning

  • Traditional 401(k) and profit-sharing plans
  • Safe Harbor Plans
  • SEP and SIMPLE Plans
  • Non-Profit, Hospital and School System Plans – 403(b) plans
  • Municipalities – Deferred Compensation 457 plans
  • 401(a) Defined Contribution Plans for Municipalities
  • Defined Benefit Pension Plan asset management

…the most important element we bring is plan design.

We will work closely with both you and your team to make certain that the retirement planning programs you offer to employees suit both their needs and your macro plan. We welcome the opportunity to:

  • Update your plan document to reflect recent law changes
  • Discuss the advantages of “Open-Architecture” investment choices
  • Help implement an investment committee made up of key employees
  • Create an investment policy statement
  • Educate employees on choice between Roth 401(k) and Traditional 401(k)
  • Provide Retirement Plan cost analysis, evaluating fees for both employees and employer
  • Offer alternative deferral choices for highly compensated employees
  • Reduce testing and administration costs by changing plan design (safe harbor plan)
  • Offer Solutions to Bundled vs. Unbundled Administration
  • Provide educational workshops for employees

News

Succession Success Podcast Episode 18

How can employees be a part of the owner’s succession plan? We discuss it with Lazear Capital’s own Jeremy Garrett and Jeff Jamerino.  They specialize in sell-side transactions with a focus on Employee…

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Events

Another Successful Passion For Life Walk!

On March 25th in Walled Lake, FAI was well represented at the 16th annual Passion For Life 5K Run/Walk. Cold and rain didn’t stop our team from walking and helping…

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