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.

CONTACT US

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.

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