Alan B. Lancz & Associates
Registered Investment Advisor

Providing a full range of fee based wealth management services

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401(k)/Retirement Services


These services have been a specialty of Alan B. Lancz & Associates, Inc. (ABL) for the past two decades. We have assisted clients with decisions concerning type of plan, from defined benefit plans to 401(k), 403(b), employee stock ownership and profit sharing plans, as well as plan administration options to maximize benefits and lower overall costs. Investment management and fund selection are key to the success of the plan - and the full resources of ABL are at your disposal in this regard. Our goal is to assist you with all aspects of your fiduciary responsibilities while promoting plan participation, identifying and reducing expenses, and optimizing both the mix and returns for each participant.

Being independent gives ABL the flexibility to offer a multitude of transparent retirement platforms, fully disclosing all fees and costs associated to the plan. By exposing and then reducing much of the internal plan costs, employers avoid paying retirement plan costs with pre-tax monies while enjoying better performance potential for all participants since more of each contribution is working for each account. If you are interested in finding out more about our retirement plan services, please contact our office at 419-536-5200.



2400 N. Reynolds Rd. Toledo, OH 43615   |   Phone: 419-536-5200   |   Fax: 419-536-5401   |   Email Us
Copyright ©2008 Alan B. Lancz & Associates, Inc. - Registered Investment Advisor. All Rights Reserved.
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