Lawrence M. Kavanaugh Jr., AIF, CPFA, CLU, ChFC 

CONNECT

Address:

950-A Union Rd Ste 31
West Seneca, NY 14224

Phone:

716.674.6200 x237

Fax/Other:

716.674.7000

Retirement Plan Services

The financial advisors of Northeast Retirement Plan Advisors are affiliated with LPL Financial. We are dedicated to advising retirement plan sponsors about their duties to properly manage their employees' retirement plan assets. Together with LPL Financial we offer the Retirement Plan Consulting Program (RPCP). This is a comprehensive program designed to help you establish the correct policies and procedures to create a strategic approach for managing your retirement plan. These strategies include, but are not limited to:

  • Assistance with Plan Design and Implementation
  • Investment Policy Statement Review
  • Service Provider LiaisonRetirement Plan Services
  • Performance Reports
  • Ongoing Investment Recommendations
  • Assistance with Changes in Investment Options
  • 404(c) Assistance
  • Information to Support Compliance with 408(b)(2) fee disclosure
  • Qualified Default Investment Options
  • Plan Search Support/Vendor Analysis
  • Benchmarking Services
  • Assistance Identifying Plan Fees
  • Due Diligence Review

Our team of highly qualified and experienced investment consultants focuses exclusively on providing plan sponsors with sound guidance on all of the contemporary issues surrounding retirement plan management.