CORPORATE RETIREMENT PLANNING

The retirement division of Lindsey Business Group has, since its formation, pursued a single-focus goal to provide  comprehensive counsel and guidance to clients as they seek to insure a solid financial  foundation for their retirement years. 

Our clientele's objectives will in all instances be paramount; strategies and programs presented by Lindsey Business Group will be the result of diligent analysis and  research, tempered by our client's investment philosophy, personal needs, and wants.

The fundamental principle upon which we build long-term relationships imposes an obligation to maintain high standards of  technical competence, morality and integrity. 

A PARTIAL LIST OF WHAT OUR CLIENTS ENJOY

  • Dedicated Industry Professionals

  • Reduction/protection of fiduciary liabilities

  • Assistance in Retirement Plan Committee Formation

  • Help to assure an optimal portfolio

  • Training employers in industry "best practices" in managing retirement plans

  • Educating employees through specialized enrollment processes

  • Working with vendors to obtain the most cost effective retirement plan expense structure possible

ONGOING SERVICE AND SUPPORT

  • Annual Plan Review Meetings

  • Review retirement plan Provider performance and results

  • Review plan fees

  • Participant enrollment strategy for New Year

  • Discuss plan changes if necessary

  • Investment Review

  • Review Fund Performances - Overview

  • Additional investment options Participant Education

  • On-site meetings-Economy/Investment Made Simple

  • Provide educational  materials from plan  provider and others.