Qualified Retirement Plans

Lau & Lau offers several types of retirement plans and can help you determine the plan type and structure to meet your goals. If you already sponsor a qualified retirement plan, Lau & Lau can conduct a thorough review to confirm competitive pricing, highlight plan design considerations, and improve administrative efficiencies. If you are considering offering a plan for the first time, Lau & Lau will review your options, assist with budget modeling, and fully support the implementation process. Lau & Lau’s holistic ongoing support includes hands-on assistance with the multi-faceted needs of a plan sponsor including compliance, fiduciary requirements, investment oversight, expense management, plan operation, participant experience and vendor oversight.   

 

Its expertise includes:

• 401(k) Plans

• Profit Sharing

• SIMPLE IRA

• SEP IRA

• Defined Benefit Plans

• Cash Balance Plans