Retirement Plan Services

Offering a sound retirement plan is essential when it comes to recruiting new employees. When it comes to establishing and maintaining those retirement plans, the professionals at Lane Gorman Trubitt, L.L.P. are the ones to call. Since 1985, LGT has been providing clients with the following qualified plan administration and consulting services. Choose the right LGT retirement solutions for your business and for your employees:

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  • Advanced plan design and administration services
  • Plan documents (in conjunction with client’s attorney)
  • CPA’s perspective in contribution planning
  • Compliance testing
  • Balance forward record keeping and trust accounting
  • Government reporting
  • Loan and distribution processing
  • Discrimination testing
  • Vesting determination and verification
  • Participant enrollments
  • Compliance reviews
  • Assistance with voluntary corrections under government programs
  • Representation before IRS and DOL examiner

Each member of the LGT Retirement Planning Services Team is a member of the American Society of Pension Professionals and Actuaries (ASPPA).

For more information about LGT’s Retirement Planning Services, contact one of our professionals today.

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