Employer-Sponsored Retirement Plans
When it comes to planning for a financially secure retirement, for many small business owners, there is no one-size-fits-all solution. The plan options and administrative requirements can seem overwhelming, or many times the business owner doesn’t believe they have the financial resources, time, or personnel to maintain a plan.
Together with our producer partners, the Lafayette Life Retirement Services Team can help your clients navigate the uncertainty to ensure they have the best retirement plan possible. Our team of experts has more than a half-century of retirement planning expertise. We are ready to put that experience to work by helping our partners identify the retirement planning solution that is right for their clients.
Learn more about employer-sponsored retirement plans, including the two types of qualified retirement plans that give small business owners many possibilities based on their goals.
Set Up a Plan in 5 Steps
The Lafayette Life Qualified Retirement Plan flyer covers the five steps to setting up a plan:
- Proposal Request
- Proposal Creation
- Plan Acceptance
- Plan Installation
- Product Application and Funding