Retirement Plan Advisory
Landmark Wealth Advisors offers access to a full range of fee based retirement plan advisory strategies designed to assist plan sponsors in understanding and effectively managing their complex retirement plan, including issues concerning plan investments and strategies to mitigate fiduciary liability. As independent LPL investment advisor representatives with a thorough knowledge of fiduciary responsibility, our main objective is to assist plan sponsors and other fiduciaries with the definition, implementation and ongoing monitoring of a clear and prudent process that maximizes plan efficiency, ensures compliance with ERISA’s rigorous standards and allows for the delivery of a best-in-class retirement plan for their employees.
Our retirement plan review and assessment services take an in-depth look at the design of your plan with the goal of maximizing plan efficiency and ensuring compliance.
- Fiduciary education and reporting
- Investment management and consulting
- Plan document design consulting
* Fee based advisory services offered through LPL Financial, a registered investment advisor.