The Lynn Advisory Group, LLC

People Are Your Most Valuable Asset

Welcome
We hope that you find this website useful in learning about our value added services. Our firm provides services to companies in the area of qualified pensions, 401k`s and non-qualified plans. We network with leading vendors, third party administrators, lawyers and accountants. In addition to our pension consulting, we provide investment and retirement planning advice to individuals.

If you would like to be put on our mailing list which highlights recent changes in the areas of pension and 401k along with ideas on retirement and investment planning please e-mail us by clicking on the contact tab.
Our Firm
 
We are pension consultants helping companies in the area of qualified and non-qualified pension plans, 401(k) plans, executive benefits and employee benefits. Our objective is to provide companies that do not have a human resource department a source to provide these services to their employees and for companies that do have a human resource department a service to assist them in providing their service.
We offer companies help in meeting their fiducary responsibility through our annual Fiduciary Due Diligence Report, employee education and employee advice.

We network with the leaders in the fields of law, accounting, insurance, banking and third party administration. We select the top vendors in the field of qualified and non-qualified pensions to meet our clients needs.
 
Our People
 
Richard B. Curtin  President of The Lynn Advisory Group LLC has been a Registered Investment Advisor and Registered Representative for the past15 years. He is a member of the American Society of Pension Professionals and Actuaries and serves on the organization's planning committee for the ASPPA 401(k) Sales Summit. He is also a member of the Society of Human Resource Managers, the Northern New Jersey / Rockland SHRM Chapter and the Human Resource Society of NYC.

Karen Notgarnie- Administrative Assistant to the President.
Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Newsletters

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

Stalking the Mighty Consumer

Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

More Newsletters →