Products

Consulting Services

In addition to traditional brokerage services, Lakeshore Benefit Group can provide services on a fee for service basis. Our consultants can review the existing benefit plan and support clients on any of the following topics:

• DOL and IRS audit support
• New plan feasibility
• New comparability profit sharing plans
• Evaluation of current retirement program and alternatives
• Plan termination feasibility and implementation, including regulatory filings, participant communications, and annuity search and placement
• Determination of projected benefit payments, contribution requirements and accounting expenses
• Asset-liability modeling (ALM)
• Testing of compliance with IRS non-discrimination requirements
• Document drafting services
• FAS 87 and 106