From full consultation to project based work, there are several ways we can work together and build your roadmap to success. We aim to build long-standing relationships and do what's right for your plan participatns.
Learn MoreFor more than two decades, our experienced partners and professionals have provided independent investment advice and financial counsel.
About UsFor more than two decades, our experienced partners and professionals have provided independent investment advice and financial counsel to a diverse client base of companies large and small, in Western New York, across the country and around the world. If you have been questioning if your retirement plan is working for you and your employees, it’s time to talk to Lawley Retirement Advisors.
Fiduciary SupportPrudent decision making requires a proactive process. Our team will help define committee responsibilities and provide a roadmap for successful execution.
Plan Design SolutionsThere 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 ReviewAwareness of plan fees is essential- from investment fees to provider fees, we breakdown costs to provide a complete and transparent analysis.
Investment SelectionIt 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 & OperationsPlan 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 EngagementEmployees should be armed with the knowledge to help them make appropriate decisions about their retirement. Our team is dedicated to helping your employees.
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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.
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Phone: 716.849.1584 | Email: dmarkowski@lawleyretirement.com
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