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Group Retirement Plans
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Plans We Support

Our goal is to help advise you on group retirement plans to enable first-class retirement benefits for your employees.

Types of Plans

DEFINED CONTRIBUTION PLANS

  • 401(k)

  • 401(a)

  • 403(b)

  • Employee Stock Ownership (ESOP)

DEFINED BENEFIT PLANS

  • Cash Balance Pensions

  • Money Purchase Pensions

NON-QUALIFIED PLANS

  • 409(a) Deferred Compensation

  • 457 Plans

SPECIALTY PLANS

  • Health Savings Accounts (HSA)

TYPES OF PLANS

Let us do the work, because life's complicated enough. Today, tomorrow, together.

OUR FIRM

PERSONAL WEALTH MANAGEMENT

GROUP RETIREMENT PLANS

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Plans We Support

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Anthony P. Lubrano California Insurance License #: 0B24978 

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Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member  FINRA/SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc.).  Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly qualified.  The information in this website is not investment or securities advice and does not constitute an offer. Equitable Advisors and its affiliates do not provide tax or legal advice or services. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Important Information & Disclosures: Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon, as investment, insurance or financial advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this email and/or website does not necessarily indicate that this Financial Professional is able to transact business in your state. Equitable Advisors, LLC (Equitable Financial Advisors in MI and TN) and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content.

A.P. Lubrano & Company and it divisions are not owned or operated by Equitable Advisors or Equitable Network.

PPG-6520407.1 (4/24) (Exp. 4/2028)

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https://brokercheck.finra.org/

Paoli, PA

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