Lumiere Financial Group has a distinguished track record in safekeeping pension assets. Our approach is centered around developing an extensive understanding of your specific plan, enabling us to provide tailored support aligned to your needs. Our team is equipped with expertise in government plan structures, providing you with skilled support customized for your individual needs.
How We Can Help You
The professionals on your Lumiere Financial Group team possess expertise and experience in providing support and services for pension plans, and are always available to you.
Highly Personalzed Service with a Sophisticated Platform
Our dedicated relationship managers serve as a primary point of contact, collaborating closely with you to provide customized solutions tailored to your pension plan needs. Our team will conduct regular in-person visits and attend pension board meetings at your request. In parallel, our managers, advisors, and other service providers can access accounts through our online platform, which provides a range of capabilities, including overall account views, statement access, a digital vault, and the ability to generate ad hoc reports.
Our platform reduces and simplifies touchpoints by aggregating information in one place. It allows for ease of swapping managers, as well as comprehensive and customized reporting. Our transaction-based reporting system also facilitates simplified record keeping. Furthermore, we have established strategic partnerships with leading data aggregators to meet all your data transmission requirements.
The Work We Do for Your Pension Plan
- Custom reporting
- Data aggregation
- Benefit payment processing
- Deceased participant searches
- 1099r, TEFRA, monthly check/payment registers
- Withholding tax processing and reporting
- Class action processing
- Foreign tax reclamation
- Investment policy and asset allocation development
- Short-term liquidity management
- Performance reporting