Business Retirement Plan Services

Our team of highly qualified advisors provide both guidance and the solutions required to build a retirement plan that works specifically for your business or nonprofit. We pride ourselves on structuring a cost-effective plan that drives successful outcomes for both your business and dedicated employees. Our commitment involves keeping you informed throughout the process and advising leadership on prudent decisions regarding your plan’s configuration.

We work to partner with you and offer in-depth consultation on the following:

Fiduciary Guidance

Serving as your fiduciary team, we help ensure your retirement plan is operating in a compliant manner and for the benefit of participants and their beneficiaries. Are you paying too much? Let us partner with you to help your employees keep and invest more of their dollars while preparing for retirement.

Investment Services

We help you construct a vigorous lineup of investment funds - positioning your employees to grow and maximize retirement savings. We assist your employees by highlighting funds designed to meet them where they are at; whether that be starting out or nearing retirement.

Plan Design

We help you assess your current plan’s state and its ability to meet your company’s objectives. We carefully assess your organization’s goals and look to tailor solutions to help you accomplish key objectives.

Employee Education

Lighthouse Wealth Partners is committed to fostering life-long learning and strengthening financial literacy. We provide all employees with a weekly, electronic newsletter and actively engage your employees in ongoing education to help them best understand their retirement plan benefits.

Committee Governance

We guide plan sponsors and investment committees on their fiduciary responsibilities to help ensure plan operations are consistent and compliant with IRC and ERISA regulations.]

Defined Contribution Plans

Looking to help your business lower fees and assist your employees in retaining more of their 401k contributions? Let our firm partner with you to tailor the best solutions for your defined contribution plan. Submit the form below to receive a complimentary assessment.