Employee Retirement Plans

Since the advent of the Employee Retirement Income Security Act (ERISA) in 1974, we have successfully implemented new plans and optimized countless plans to meet the goals of management, as well as providing strong benefits for employees.

Our Custom Financial Analysis and Review System encompasses:

  • A Corporate Policy Review
  • A Corporate Plan
  • Financing Studies
  • Alternative Funding Studies
  • Participant Surveys
  • Executive Consultations

Investments offered through representatives of Lincoln Financial Securities Corporation, Member SIPC (http://www.sipc.org) to residents of CA, CO, CT, FL, MA, ME, NC, NH, NY, PA, SC, VA & VT. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. Advisory services offered through Kaleel Investment Advisors, LLC, a Massachusetts registered Investment advisor. Lincoln Financial Securities and Kaleel Investment Advisors, LLC are not affiliated.