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LUTZ FINANCIAL PARTNERS WITH AGC NEBRASKA

Lutz Financial Partners with AGC Nebraska as Preferred 401(k) Provider

Lutz Financial, an SEC Registered Investment Advisor and affiliate of business solutions firm Lutz, is excited to announce their preferred provider partnership with both the Building and Heavy Highway chapters of AGC (Associated General Contractors) Nebraska. Through this alliance, Lutz Financial offers preferred pricing to members for retirement plan solutions, including the Pooled Employer Plan (PEP).

The Lutz Financial Pooled Employer Plan allows unaffiliated employers to come together and adopt the benefits of one professionally managed retirement plan. Small businesses are often limited financially and administratively yet experience pressure from the market to provide competitive retirement benefits for their staff. The PEP gives employers the flexibility to offer additional plan features, reduces administrative duties associated with a custom retirement plan and lowers overall retirement plan costs achieved through economies of scale. In addition, employees receive a modern, user-friendly experience and access to independent financial advisors.

Ryan Cook, Audit & Consulting Shareholder said, “Lutz has been a proud partner with AGC Nebraska for a number of years. From accounting and business consulting to outsourced IT, we work closely with members to proactively identify industry needs.”

“Retirement plan services are a growing pain point for many organizations from the load of admin duties to cost challenges. Our clients have already seen great success implementing the PEP, and we are excited to be at the forefront of offering a pooled employer plan to the construction industry,” said Director of Retirement Plan Services, Chris Wagner.

The Associated General Contractors of America (AGC) is the leading association for the construction industry. AGC represents more than 27,000 firms, including over 6,500 of America’s leading general contractors, and over 9,000 specialty-contracting firms. More than 10,500 service providers and suppliers are also associated with AGC, all through a nationwide network of chapters.

The AGC Nebraska Building Chapter is a leading association for the commercial construction industry. The Building Chapter represents 125+ of Nebraska’s top ranked firms that operate locally, regionally and nationally. It exists to stimulate, encourage and support progress in the in the vertical commercial construction industry and the extended business environment. They accomplish this by:

  • Encouraging the advancement of skill, integrity and responsibility by the industry and
  • Stimulating and promoting innovation in the industry.

The AGC Nebraska Heavy Highway Chapter is a dynamic professional trade association composed of 70 contractor members and 116 associate members (service providers and suppliers) across the state of Nebraska.

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