401(k) Plan Sponsors

Offering a retirement plan can be one of the most challenging, yet rewarding, decisions an employer can make.  Since 2000, Lumin Financial has partnered with Business Leaders, Owners, 401(k) Plan Sponsors and their employees to provide clear guidance and support.

Whether you're just making the decision to explore the options for offering a retirement plan or want experts helping to guide and support the administration of your existing plan, we're here to help.

The vast amount of coordination needed to effectively manage a 401(k) plan can be daunting.  When you actually step back and review all that is involved, it is little wonder why plan sponsors struggle with plan administration. Even with support from a local TPA (third-party administrator), plan sponsors must still manage a vast variety of daily activities, such as monitoring investment fees and performance, communicating with employees, handling requests, preparing for audits, and the like.

Lumin Financial will partner with all the areas of your business that help to support your plan and your employees.



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Investment Updates

Investment advisory services offered through Lumin Financial LLC, which is an independent Registered Investment Adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed on this site.


Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.