Retirement Plan Services

At Lutz Financial, we understand that your employees' financial future is no small matter. Our team offers affordable programs that are well-designed and easy to operate. It will allow you to focus on your business while keeping more of your employees’ hard-earned money in their accounts. As a Fiduciary, we are required to act in the best interest of our plan sponsors and their employees. 

We provide advice, helpful resources, and practical retirement plan solution services that align with the unique needs of every business. Whether your business is just starting out or you have a long-established history, we have a plan to get your employees to retirement within budget and on time.

This modern solution allows any size business to come together and adopt a professionally managed retirement plan with minimal administrative burden.

Employer Benefits
+ Delegate Fiduciary Liability
+ Free-Up Resources
+ Cost-Efficiencies for Employer & Employees
+ Digital Access to Plan Functions & Information
+ Easy Account Set-Up
+ Payroll Integration
+ Investment Management
+ Automated Participant Registration

We understand it can be difficult to find quality small business retirement plans for employees that offer the features you need at an affordable cost. Lutz Financial’s small business retirement plan is practical, provides flexibility, and saves administrative time while still being managed by knowledgeable professionals.

Through the plan’s digital platform, you can easily view plan stats, manage payroll, review plan documents, and update plan information at any time. We can help you in choosing a retirement solution for your small business.

Employer Benefits
+ Easy Plan Set-Up & Onboarding
+ Cost-Efficient
+ Payroll Integration
+ Flexible Plan Design
+ User-Friendly Digital Platform
+ Dedicated Service Team