Corporate Retirement Plans

Running a business is quite difficult.  I am self-employed and understand all the difficulties of personnel, bookkeeping, taxes, etc. You shouldn’t have to worry if your retirement plan is as cost effective and beneficial as possible. I have been working in the retirement planning field for over 20 years.

Whether you are “starting up a plan” or currently have a plan, my office has the experience to help you make the tough decisions and implement your plan in the most efficient manner possible.  I am an Accredited Investment Fiduciary (i.e.; AIF®) to help make sure your plan will be compliant should you use our services.  From fees to educating your employees and all aspects in-between, myself and my staff will help make sure you have a plan consistent with your goals while allowing you to concentrate on your business.

A Brief List of Services:

  • 401(k), 403(b) and 457(b)
  • SEP IRAs
  • Simple IRAs 
Whether you are an employer who wants to help your employees work toward a secure retirement, or someone who wants to plan for your own future, this handy guide can help you narrow the focus and zero in on a retirement plan that could work for you in 2019.

A Brief List of Services:

  • 401(k), 403(b) and 457(b)
  • SEP IRAs
  • Simple IRAs 
Whether you are an employer who wants to help your employees work toward a secure retirement, or someone who wants to plan for your own future, this handy guide can help you narrow the focus and zero in on a retirement plan that could work for you in 2019.

Contact Us

For more information about our corporate retirement services, you can call our office at 1 (800) 533-4370 or 1 (574) 722-4222. You can also email us at sharon.musselman@lpl.com.

how to connect

Phone: 574-722-4222

Phone: 1-800-533-4370

sharon.musselman @lpl.com

Our office

1529 E Market Street, Logansport, IN 46947