Lakeshore Benefit Group Insurance Brokerage, LLC does not directly implement or administer retirement plans.  Our goal is to help clients maintain compliant, cost effective plans.  This is why we have partnered with Certified Financial Planners and Registered Representatives to help implement the following benefit plan types:

  • 401(k)
  • 403(b)
  • 457(b)
  • Profit Sharing Plan
  • Defined Benefit Pension Plan
  • Employee Stock Ownership Plan (ESOP)
  • Deferred Compensation Plan

Lakeshore Benefit Group Insurance Brokerage, LLC also works with Third Party Administrators who provide our clients with the following services:

  • Enrollment and Eligibility Services (including regular employee meetings)
  • Plan Document Preparation and Monitoring
  • Compliance Testing
  • Form 5500 Preparation
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