Retirement Plans With A Difference

Many employers view retirement plans with mixed emotions. They recognize the value of a good retirement program with regard to attracting and retaining employees. At Lane Bridgers Schill, we are committed to working with successful businesses to create “win-win” retirement plans. Our success is based on the following objectives:

• Using innovative plan design to create real financial value for employers.
• A continuous effort to eliminate administrative hassles.
• A commitment to recommending high quality, low cost investments.
• Unparalled personalized service to every employer and participant.
• Personalized communication initiatives intended to increase participation rates.

It all starts with Plan Design

It all starts with plan design. Instead of relying on a boilerplate design, we aren’t afraid to do the necessary work and analysis to create a plan that supports your overall business strategy while providing excellent choice and performance for the participants.

To do this,we take the time to understand the business owner’s financial objectives and needs.Then we partner with you to construct a retirement plan designed to meet your unique needs. The result is an overall retirement plan strategy that fully integrates your needs while providing a valuable, inexpensive employee benefit.

Investment Selection and Performance

Three core investment principles form the basis of our strategy for retirement plan asset management:

• Adherence to a diversified, conservative approach.
• Commitment to asset allocation rather than market timing or stock selection.
• High quality, low cost investments with proven track records

With the exception of a home, a retirement account is likely to be the single largest asset that your employees will own. It is essential that they have an opportunity to get it right. Therefore,we will work hard to make sure your investment menu consists of high quality, low cost investments designed to assist your employees build retirement security.

But good investments are only half the story. Without a clear, consistent, personalized communication strategy, your employees will never realize the full benefits of the plan. We will do whatever it takes to help your employees understand their options. We are not afraid to roll-up our sleeves and spend time with each and every employee. It takes time, but it works.

Easing Your Fiduciary and Administrative Burden

As a business owner, you are focused on growing your business.Therefore, as your partner, we strive to minimize the time you spend on your company’s retirement plan. Even the best retirement plan loses its value if the administrative burden becomes overwhelming. Our job is to ease this burden at every step – from plan design through implementation.

In addition, employers face important and potentially expensive liability issues related to your role as a fiduciary. As your partner, we provide:

• Expertise and guidance related to your role as fiduciary.
• Assistance in developing an Investment Policy Statement.
• Unbiased investment recommendations.
• Coordination of a formal annual review of the plan.

Helping Your Bottom Line with Low Fees

Integrity is the bedrock of our firm. Our commitment includes a pledge to offer you the best possible service with fees that are competitive and fair. We adhere to a policy of complete disclosure and transparency.

Our Offer

We invite you to allow us an opportunity to review your existing plan and provide you with a written analysis including specific recommendations. There is no obligation on your part whatsoever nor is there any fee for our analysis.