Qualified Retirement Plan Services
Today’s corporate leaders understand the value of providing retirement benefits to their employees and executives. Helping employees meet their future financial security goals, earning corporate tax advantages, and attracting and retaining quality employees are just a few of the many benefits you can gain with the right retirement or pension program.
Lyceum’s qualified retirement plan services provide expertise and support around plan design, administration, and compliance to 401(k), 403(b), 457, and other defined contribution and defined benefit plan sponsors. Plus, we offer an integrated technology solution to ensure your plan doesn’t eat away at the valuable time you would otherwise spend conducting the true business of your business.
Our services are designed to address key areas of your corporate employee retirement plan:
Plan Design and Analysis
Is your retirement plan right for you and your employees? Is it performing as well as it should be? Are your investment fees and expenses in line with the value of service you receive? At Lyceum, we are here to assist you with selection and continuing evaluation of your qualified retirement plan. Get details
Risk and Compliance Support
Fiduciary risks can form a daunting shadow over your retirement plan. Our experts remain ahead of the compliance storm to ensure your plan administration remains in compliance with the latest regulations. Get details
Employee Education & Communication
You haven’t invested in an employee retirement plan to watch it be under-appreciated or under-valued by your employees. We work with you to implement a compelling employee education and communication plan that helps your employees recognize and capitalize upon the value of your program. Get details
Take the Next Step:
Request a 401k/403b Plan Review
Lyceum also supports individual retirement planning for individuals within the companies we serve. These services are designed to further extend the benefits of retirement planning out to the individuals for whom our corporate plans are designed to serve. Learn more
