RETIREMENT PLAN SERVICES

Defined Contribution Retirement Plans

For you as the 401(k) or 403(b) plan sponsor, we provide the expertise and resources to ensure you offer a best-in-class retirement plan for your employees. As your 3(38) Investment Manager, we take on the responsibility of making investment decisions. In doing so, we minimize your fiduciary liability to the fullest extent.

For your employees, we provide a plan that helps simplify their choices so that they can focus only on what matters – the best allocation for them. That means offering only the most competitive asset class funds at the lowest cost, and a set of turnkey portfolios that automate diversification and rebalancing decisions.

Services Provided

Investment Management

  • 3(38) fiduciary services
  • Investment selection and monitoring
  • Investment performance reporting

Plan Design

  • Investment policy statement (IPS) creation and maintenance
  • Sponsor and plan goals review
  • Plan provider benchmarking

Participant Education & Guidance

  • One-on-one retirement planning assistance
  • Group education sessions
  • Behavioral guidance
  • 3(38) fiduciary services
  • Investment selection and monitoring
  • Investment performance reporting
  • Investment policy statement (IPS) creation and maintenance
  • Sponsor and plan goals review
  • Plan provider benchmarking
  • One-on-one retirement planning assistance
  • Group education sessions
  • Behavioral guidance

Pricing

We charge up to 0.70% of plan assets under management for retirement consulting services depending on the size of a plan, with a minimum annual fee of $4,000. We will work with you on building an affordable pricing model for you and your employees which will be clearly stated at inception and reviewed on a regular basis.

Layline Advisors is a fully independent fee-only advisor. We cannot collect commissions from other service providers or fund managers.

This information surrounding Economic, Social, and Governance (“ESG”) investing and investment strategies is intended for educational or informational purposes only. As with all investing, there are risks associated with ESG investment strategies. While strong ESG policies can play a role in the trajectory of a publicly traded company and can contribute to shareholder value, there are many variables that impact a company’s current and future valuations that have limited or no correlation to their ESG policies. ESG investment strategies are subject to the risks associated with their underlying investments’ asset classes. Further, the demand within certain markets or sectors that an ESG strategy targets may not develop as intended or forecasted which can impact the performance of those strategies.

LAYLINE ADVISORS, LLC (“LAYLINE ADVISORS”) is a registered investment adviser with the SEC. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, LAYLINE ADVISORS disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. LAYLINE ADVISORS does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall LAYLINE ADVISORS be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if LAYLINE ADVISORS or a LAYLINE ADVISORS authorized representative has been advised of the possibility of such damages. In no event shall LAYLINE ADVISORS, LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.