Retirement Plans

Retirement Plans

We share your mission to help your retirement plan participants achieve their financial goals.  We focus on helping plan sponsors and participants make smart, informed decisions with the utmost  transparency.

Typically when employees enroll in a 401(k) plan, they’re overwhelmed by long, unstructured lists of fund choices and investment alternatives. Engaging Lauterbach Financial Advisors  means working with a retirement plan partner focused on providing participants with clear, appropriately diversified, professionally managed portfolios, and most importantly, personalized, one-on-one advice from a fiduciary advisor. This approach helps demystify the complications of retirement planning, making it easier for your employees to make smarter decisions about their futures.

We focus our efforts in areas that can make the most impact to increase participation levels as well as savings rates. This benefits both your plan overall and enhances the experience for your employees.

We provide all of the support you need to educate your employees on the value of your 401(k) plan as part of our core service to you. This includes group and individual meetings, investment guidance and more. We also translate the complexity of the rules of the Department of Labor and the IRS into an easy to follow process. We’ll guide you through every step and make sure you’ve got the required documentation. 

Our Services to Retirement Plans Include:

Plan Design

Whether you’re looking to maximize owner contributions or optimize participant benefits, we’ll help you design a plan to meet your goals.

Institutional, Low-Cost Investments

Our portfolios are designed using institutional low-cost, no-load, no-commission investment vehicles.

Participant Education

We help plan participants make smarter decisions about saving for the future.

Plan Review

If you already have a retirement plan in place, we can help you review it to ensure that the design, expenses and services offered still match your needs.

Interested in meeting with us?

Call us at (915) 544-6950 or complete the form below to contact one of our experienced financial advisors.

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