Resources

Click the buttons below to find useful information related to the services provided by Lanj Associates, LLC.

If you are interested in a free plan design consultation, please complete the Census Data Collector and New Plan Questionnaire on the Resources Tab and attach and email them to lviolone@lanjpensions.com.

Administrative Tools

Lanj Brochure

Service Agreement

New Plan Questionnaire

Census Data Collector

Choosing a Retirement Plan

Simple IRA vs. Safe Harbor 401(k) vs. 401(k)

IRS Plan Limits

Forms

Deferral Election Form

Beneficiary Designation Form

Loan Application Form

Loan Promissory Note

Hardship Distribution Form

In-Service Distribution Form

Distribution Form

Required Minimum Distribution Form

Rollover Acceptance Form