Pension Planning Services
Bannon, Ohanesian and Lecours, Inc., 
can offer a variety of retirement  planning vehicles for businesses of all sizes

  Pension Plan Advisory Services include:

 Conduct and in-depth analysis of existing plan documents, investments, and educational program.
 
 Review our finding with the employer and offer cost effective solutions to any problems we detect.
 
  Implement a dynamic educational program for participants that will assist them in the following areas: risk analysis, asset allocation, investment selection, retirement planning, distribution alternatives and estate planning. These programs are conducted in person at your location  both in a group format and in one-on-one meetings.
 
 Conduct quarterly independent performance plan reviews and investment update meetings with your Investment committee.
 

Subject to special terms and agreements - this service is provided by 
Richard Ohanesian

Types of
Qualified Plans

 What is a 401(k)?

 What is a 403(b)?
  |
  SEP - Simplified Employee Pension

Simple IRA
 

Frequently Asked Questions on:

401k's
403b's
and 457 Plans

Pension Planning Services -

 Provided by 
Richard Ohanesian


What a 401k plan provides an employer

What a 401k plan provides an employee

Plan Design and Flexibility

Enrollment Process

Enrollment Meetings

Investment Education
The importance of Asset Allocation


Dollar Cost Averaging

The Impact of Diversification

Buy and Hold

What is a Mutual Fund?

What is an Annuity?

Resource Center

Access My 401k Account

Hardship Withdrawals

Loans

Leaving your Job?

Calculators