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Your Retirement Plan Roadmap

Securing the financial future of employees and sustaining the trust of retirement plan sponsors.

How Can We Help You?

100+ Years

Lawley Retirement Advisors has over 100 years of combined financial services experience. Our team has worked on both sides of the industry – provider and advisor.

200+ Clients

We serve as retirement plan advisor across all plan types- 401(k), 403(b), 457– and industries. Our work also includes consulting solutions and RFP services.

2 Billion+

Assets under management as of 3/31/2025

Services To Help You

Fiduciary Support

Prudent decision making requires a proactive process. Our team will help define committee responsibilities and provide a roadmap for successful execution.

Plan Design Solutions

There is no such thing as a “one size fits all” retirement plan. Improve participation and contribution rates through creative and strategic plan design solutions.

Comprehensive Fee Review

Awareness of plan fees is essential- from investment fees to provider fees, we breakdown costs to provide a complete and transparent analysis.

Investment Selection

It is critical to evaluate the appropriateness of your plan investment offerings. Our due diligence process monitors performance, diversification, fees and target-date series, just to name a few.

Compliance & Operations

Plan sponsors should have a disciplined approach to managing their retirement plan. We provide guidance on complying with ERISA guidelines and a thorough review of the plan document.

Participant Engagement

Employees should be armed with the knowledge to help them make appropriate decisions about their retirement. Our team is dedicated to helping your employees.

There are three key questions relating to retirement plan savings

How much will I need to save?

How should I invest properly?

Will I outlive my savings when I retire?

Insight & Tips

More Insight

“Understanding the priorities and goals of our clients helps us to provide the best long term solutions.”

— James J. Rehak Jr., Managing Director

“By identifying income gaps, we can develop and implement strategies to close those gaps.”

— Todd Tevens, Managing Director

Financial Wellness Program

Help your employees live life to its fullest, live within their means, and save for their futures by teaching important budgeting tips and saving techniques. Learn more about our new Financial Wellness program.

Financial Wellness

LRA Form CRS

LRA Privacy Notice

Securities and advisory services offered through LPL Financial , a registered investment advisor. Member FINRA/SIPC. Pension/Plan consulting services offered through Lawley Retirement Advisors, a registered investment advisor. Lawley Retirement Advisors and LPL Financial are separate entities.

IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a Firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

PLEASE NOTE: When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.

Phone: 716.849.1584 | Email: dmarkowski@lawleyretirement.com

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WEBSITES: FINRA | SIPC

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