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DEVELOPING INNOVATIVE STRATEGIES

ACHIEVING GROWTH

PLAN DESIGN SOLUTIONS

 

Every company is unique, therefore each plan should be unique.  We collaborate with a number of experts within the retirement plan space and collectively design a plan to assure that your retirement plan is tailored to fit both your company and employees specific needs.

CONTRIBUTION LIMITS

 

Click on the More Info button below to see the most updated list of contribution limits.  This list is updated annually as the limits continually get changed based on the most recent IRS rules and regulations.

 

CLIENT ONLINE ACCESS

Click on the link below to be directed to the Access page.  Here participants have the ability to login to their individual retirement plan account in addition to a few other financial sites that we give clients access to. 

Check the background of your financial professional on FINRA's BrokerCheck.

Securities and investment advisory services offered through FSC Securities Corporation (FSC), member FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC.

Great Lakes 401k is registered to do business in CO, FL, GA, IL, IN, MI, NV, PA and TX.

Third party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.  These ratings shoudl not construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.