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  • Lineage Financial Planners of Raymond James
    8245 Holly Road, Suite 201 Grand Blanc, MI 48439-2443 T: 810.695.3589 F: 866.522.9603 TF: 800.521.9767
    Map and Directions Map and Directions
Lineage Financial Planners of Raymond JamesLineage Financial Planners of Raymond James

Retirement plan guidance for institutions

Whether you’re looking for assistance in overseeing your current plan or implementing a new one, our team offers the attention and resources to guide you through every step, helping you distinguish among seemingly endless investment options, stay current with regulations and fiduciary responsibilities, as well as educate plan participants on their options.

Having partnered with institutions of varying sizes and industries, we understand how important it is to maximize plan benefits while staying tax efficient. We utilize strategies designed to ensure your plan serves both your needs as an institution, as well as those of your constituents.

Your responsibilities are substantial, and – without additional support – your duties as a plan sponsor can easily absorb precious time. We aim to serve as a seamless extension of your office, providing the support necessary to allow your leaders to focus on growing and advancing your business. Through every phase, we work closely with you to help ensure your retirement plan remains aligned with your preferences as an institution, always propelling you toward your corporate mission.

We have experience establishing and overseeing a variety of qualified retirement plans and non-qualified deferred compensation plans.

Services Include

  • 401(k) Plans
  • 401(k) Profit Sharing Plans
  • Simplified Employee Pensions (SEPs)
  • SIMPLE IRAs
  • Safe-Harbor 401(k) Plans
  • Owner Only/One-Person 401(k) Plans
  • Profit Sharing Plans
  • Age-Weighted/Comparability Profit Sharing Plans
  • Defined Benefit Pensions
  • Third-Party Administration (TPA) Partnership

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Plan your financial future
Lineage Financial Planners of Raymond JamesLineage Financial Planners of Raymond James

Connect with us

  • 8245 Holly Road, Suite 201 Grand Blanc, MI 48439-2443
  • T: 810.695.3589
  • F: 866.522.9603
  • TF: 800.521.9767
  • Map & Directions
  • Map & Directions
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There is no assurance any investment strategy will be successful. Investing involves risk, including the possible loss of capital.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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