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Retirement Plans

Lakeshore Benefit Group can help with the implementation of the following benefit plan types:

  • 401(k)
  • 403(b)
  • 457(b)
  • Profit Sharing Plan
  • Defined Benefit Pension Plan
  • Employee Stock Ownership Plan (ESOP)
  • Deferred Compensation Plan

Our consultants work with Third Party Administrators who provide clients with the following services:

  • Enrollment and Eligibility Services (including regular employee meetings)
  • Plan Document Preparation and Monitoring
  • Compliance Testing
  • Form 5500 Preparation