Corporate Services Content
Our Corporate Expertise
Retirement Plan Services
Deep bench of institutional services available, including qualified plan, pension consulting & executive benefits consulting.
A detailed Investment Policy Statement
Lakeside advisors will sit down with you to discuss your investment goals and objectives and create strategies to help you address them.
Fiduciary Consulting
Developing a consistent process and procedure to limit fiduciary liability. This includes ongoing consultation regarding monitoring, benchmarking, and education for the plan fiduciary(ies).
Plan Design and Alternative Strategies
Developing a fully integrated custom plan that meets the specific needs of your organization. This is not a static matter; it involves ongoing consultation and recommendations to modify plan design and provisions as your needs change.
Additional Plan Services
We offer a wide array of additional services to meet your specific plan needs, both at the plan sponsor and plan participant level.
Participant Services
Our team of financial experts are ready to talk about your goals.
Hands-on participant education designed to help enhance outcomes
Lakeside advisors take the time to individually meet with all plan participants to explain plan benefits, answer questions, and help our participants make educated decisions about their financial futures.
Better working knowledge of your plan
Lakeside’s Qualified Plans department is here to answer participant questions and help plan sponsors shape their plans to best fit their needs.
Fiduciary Partner
Let us help you take your ideas further.
Fiduciary Consulting
Developing a consistent process and procedure to limit fiduciary liability. This includes ongoing consultation regarding monitoring, benchmarking, and education of the for the plan fiduciary(ies).
Small Business Services
When you run a small business, your sense of confidence is your most priceless asset. Let us free you up to do what you do best - lead your business to it’s fullest potential.
Continuity and Secession Planning for Business Owners
To ensure your business is prepared for the future, the advisors at Lakeside can assist you in creating a strategy for a company-owned life insurance policy that can aid in buy-sell agreements, replacing lost corporate revenue, and replacing lost personal income.
Corporate Cash and Risk Management
Lakeside’s team will help you asses your risk management strategies to help you plan for a successful future.
Captive Insurance
A captive is an insurance company that insures the risks of its owner, affiliated businesses, or a group of companies. It issues policies, collects premiums, and pays claims.