Retirement Planning

for Businesses

Safeguard your employees’ financial futures

Our comprehensive suite of services

Benefit from our legal prowess to navigate the intricacies of employee benefits. Our services include:

Research and expert advice on complex returns
Robust plan governance to ensure compliance
Representation before the IRS and DOL
Expertise in plan corrections
benefits advice for mergers
crafting plan documents
assistance with participant claims and QDROs
thorough compliance assessments

Tailored Solutions

We cater to a diverse clientele, including publicly traded companies, large private enterprises, small businesses, startups, as well as cities, municipalities, and government sectors. Our mission is to mitigate risk and enhance the financial health of both businesses and their employees.

Tailored Solutions
Your Partner in Retirement Planning

Your Partner in Retirement Planning

Whether you’re seeking assistance with 401(k) plans or corporate-sponsored retirement plans, our dedicated retirement services team is here to help. We provide comprehensive advisory services, acting as a 3(38) or 3(21) fiduciary advisor, and offer access to a specialized team of advisors and educational resources for your plan participants. Additionally, we provide standalone fiduciary services and administrative support.

Legal Expertise for Your Employee Benefits

GL Trust is proud to offer in-house employee benefits attorneys and ERISA law specialists. Our legal team provides invaluable support and guidance to employers offering defined contribution and defined benefit plans.

Legal Expertise for Your Employee Benefits

Strategic Guidance for Secure Retirements

At GL Trust, we take pride in offering top-tier retirement planning services tailored to businesses of all sizes. Our team specializes in investment advisory and fiduciary responsibilities, ensuring that retirement plan sponsors receive the strategic support they need.