ABIS has experienced and credentialed professionals that can assist retirement plan sponsors in meeting your ERISA fiduciary duties, as well as help design plans that attract and retain valuable employees.
Services available to you include:
- Plan Design Consulting
- Plan Reviews and Analysis of Fees, Provider Services and Investments
- Retirement Plan Investment line-up Construction and Performance Monitoring
- Participant Education
As your trusted advisor, our goal is to implement a plan that helps meet all of your fiduciary obligations, attracts and retains employees, and allows participants to successfully retire.
Individual Investor and Plan Participant Services
Individual investors and retirement plan participants can rely on LMC Financial Services experts to help ensure the accumulation of sufficient assets for retirement while also managing investment risk. ABIS has excellent financial planning and projection tools to assist with your analysis.
As you prepare to retire, we can assist with retirement income planning and the transition from asset accumulation to distribution. We can help identify potential strategies to protect your nest egg against inflation during your retirement years, and also assist you with managing your personal risks by designing effective life, disability, and long-term care insurance solutions.
ABIS has been in business for over 140 years. We plan to be here for you and your heirs when your retirement plans have to work.