Retirement Plan Design

LIEBG is on the cutting edge of innovative plan design.  While many firms offer a “one size fits all” approach, we provide our clients with customized solutions based on the unique characteristics of their business.  Our client-first focus prioritizes your objectives (e.g., maximizing owner or key employee contributions, increasing participation rates, incorporating life insurance or annuities, etc.).  After thoroughly assessing a business and its retirement plan goals, we discuss with each client the available plan features and options, and then recommend a plan designed to maximize value for both the employer and employees.