A Full Services Insurance Team Specializing in
solutions for the Financial Services Industry


JB Lloyd & Associates, LLC represents top-rated companies providing retirement plan coverage.

Offerings include:

Company 401(k) plans
Wide range of sub-account investment options
Brokerage options for purchase of single company shares

Telephone or on-line account information
access, and on-line re-allocation of investment choices

Annual compliance services 403(b) Annuity plans for tax-exempt charitable organizations or public schools

Employee Stock Ownership Plans (ESOP)
Profit sharing plans
Money purchase pension plans
Defined benefit plans
SIMPLE IRA plans
Individual Retirement Accounts

Disclaimer: JB Lloyd & Associates, LLC does not engage in or transact or propose to offer in or transact the business of insurance over the internet. All information contained in this website is provided solely for informational purposes. JB Lloyd & Associates, LLC is not responsible for any altered or printed versions of the information provided in this website or linked websites, nor any warranty or representation with regard to products or services that are advertised or promoted at linked sites. JB Lloyd & Associates, LLC assumes no responsibility for errors or omissions in any website materials. Information contained in this website is subject to change without notice.