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Retirement Plans
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At-A-GlanceRetirement Services is the
pension department of the Lafayette Life Insurance Company. Why entrust
your retirement planning needs to Lafayette Life?
- Longevity - over 30 years of providing pension services
- Knowledgeable - retirement services for defined benefit and
defined contribution plans
- Plan design options - Fully Insured Defined Benefit Plan & traditional defined benefit,
profit sharing, 401(k), safe-harbor and carve-out
- Convenience - one service provider for plan proposal, document,
administration and funding
- Competitive fees - cost-effective plan administrative services
and plan installation
- Credentialed staff - Member of the American Society of Pension
Professionals & Actuaries, National Institute of Pension
Administrators
Plan Services
- New plan proposals
- Defined Contribution &
Defined Benefit Services
- On-line data collection wizard
- Services - Preparation of: plan document; amendments; 5500; valuation;
participant statements; 1099-R; and other related documents
- Nondiscrimination testing for cross-tested plans; 401(k) - ADP
and ACP
- Technical support
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Retirement Services
“Innovative Retirement Plans for Small Business”
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To learn more about Retirement Services:
If you are a business,
click here
If you are an agent or broker,
click here |
Lafayette Life Insurance Company provides services to pension plans as
outlined in a separate Administrative Services Agreement, and issues
life insurance and annuity products that may be used as funding options.
Lafayette Life does not serve as plan administrator, nor does Lafayette
Life or its representatives provide ERISA, legal or tax advice. The
client’s personal or legal tax advisors should always be consulted and
relied upon for advice. |
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Important Legal Information
Privacy Policy
© 1996 - 2008 The Lafayette Life Insurance Company, All Rights Reserved.
Page Last Updated: Wednesday, March 05 2008
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