Pension Plans
Advisory Services

Ohanesian / Lecours, can offer a variety of retirement planning vehicles for businesses of all sizes.

Below are listed just a few of the specialized services we can offer to our clients.

	401(k)
	Individual 401(k)
	Profit Sharing Plans
	403(b)
	457(f)
	Safe Harbor Plans

	Traditional IRA
	Roth IRA
	SEP IRA
	Simple IRA
	Roth 401(k

Pension Advisory Services

	Conduct and in-depth analysis of existing plan documents, investments, and educational program.
	Feasibility Studies
	Plan Terminations
	Document Review
	Plan Amendments
	Summary Plan Descriptions

Annual Administration - with our 3rd party Administrator Relationship team

	Trustees Annual Report
	Actuarial Certification
	Trust Accounting Services
	Summary Annual Reports
	Distribution & Loans

	Discrimination Testing
	Top Heavy Calculations
	Tax Forms
	Daily Valuation Services
	Participant Statements

Special Services and Employee (Participant) Consulting

	Participant quarterly enrollment meetings
	Educational program
	Retirement Planning
	Quarterly market commentary

Ohanesian / Lecours
Member Financial Industry Regulatory Authority (FINRA) www.finra.org
and Securities Investor Protection Corporation (SIPC). www.sipc.org

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Pension Plans Advisory Services

Pension Plans
Advisory Services