LRA Named to 2022 List of Nation’s Top DC Advisor Teams
An affiliate organization of the American Retirement Association, the National Association of Plan Advisors’ (NAPA) is an advocacy group for retirement industry professionals. Since 2017, NAPA’s list of Top DC Advisor Teams has listed the most prominent retirement plan advisors in the United States. Lawley Retirement Advisors continuously ranks on this yearly list, ranking in the […]
New York State Mandatory Secure Choice Savings Program
On October 21, 2021, Governor Hochul signed a bill in to law creating the New York State Secure Choice Savings Program (Secure Choice), a state-sponsored retirement program. Originally enacted in 2018 as a voluntary program, the 2021 amendments make the program mandatory for covered employers, with some exceptions, and require automatic enrollment (with the option […]
New York State Enacts Mandatory Auto IRA Law
CLICK HERE for a printable overview sheet of the information below. NYS Secure Choice Savings Program On October 21st, New York joined the ranks of states mandating that certain employers either offer a qualified retirement plan or join a state-facilitated retirement savings program. Below is a description of many of the key features of the New […]
LRA Named to List of Nation’s Top DC Advisor Teams
ARLINGTON, VA – Lawley Retirement Advisors has been named to the National Association of Plan Advisors’ list of the nation’s top defined contribution (DC) Advisor Teams with Assets under Advisement of $100 Million. Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred to as a team, or […]
The War on Investors’ Minds | Past Wars and Long-Term Market Performance
Since the dawn of time, war and conflict have been with us throughout history, bringing with them their own horrors and uncertainty. Stock markets do not like uncertainty, and when war and conflict strike, stock markets will exhibit bouts of short-term volatility. Wars and conflict can and have led to sharp pullbacks in the markets. […]
Financial Wellness with Laura Cooley
Join Lawley Retirement Plan Advisor, Laura Cooley, for a discussion on financial wellness. This presentation is intended for those who are responsible for their employee wellness programs. This recording is a webinar that was presented on August 31, 2021. If you attended, or are just watching for the first time now, we hope you will reach […]
LRA Recognized as a NAPA Top DC Advisor Team for 3rd Year in a Row!
For the third year in a row, Lawley Retirement Advisors has been recognized on the National Association of Plan Advisor’s list of 2020’s Top DC Advisor Teams! Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred to as a team, or office, and the assets under advisement […]
The Fastest Growing Investment Vehicle Within 401(k) Plans | Collective Investment Trusts
For almost a century, collective investment trusts (CITs) have played an important role in the markets. They were originally introduced in 1927. A 2016 study showed that they are the fastest growing investment vehicle within 401(k) plans, with 62 percent of asset managers believing their clients will shift from mutual funds to CITs.¹ History of […]
You Could be Eligible for a Tax Saver’s Credit!
Get the CREDIT You Deserve! You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If you qualify, you may receive a Tax Saver’s Credit of up to $1,000 ($2,000 for married couples filing jointly) if you made eligible contributions […]
Todd Tevens Named to 2020 Financial Times 401 Top Retirement Advisers
Lawley Retirement Advisors LLC is pleased to announce that Todd Tevens has been named to the 2020 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S. Todd has served the qualified plan industry for 20 years, […]
