Bob McKendry,
CPC, QPA, QKA, CFP

Director, LBA Retirement Plan Services, LLC

 

To learn more on how we can help your business please call (904) 224-9769 or email Bob

 

Advisory and Consulting Services

LBA can provide remediation services to assist employers and plan sponsors with non-compliant plans resulting from failures to comply with the rules and regulations governing qualified retirement plans. We stay on top of the latest legislative and regulatory developments to keep you up-to-date and in compliance.

In addition, our consulting services include:

• Information on available plan types, benefits and features
• Optimal plan design
• Fee schedule outlining the cost to establish and maintain your
  retirement plan

If you have questions or would like to talk to someone about our pension plan advisory and consulting services please call or email Bob McKendry