Our Services
Fiduciary Support
Functioning as a 3(21) or 3(38) depending your level of need, we can assume all or a portion of the fiduciary responsibility.
Fee Analysis and Benchmarking
As part of a sponsor’s fiduciary duties, it’s necessary to analyze the current fees and expenses related to the plan. Our advisors believe in determining the true cost of the plan and making adjustments if necessary. From service providers and third-party administrators to recordkeepers and advisory fees, we take a look at the full gamut to identify potential savings.
Investment Analysis and Advisory
Landmark Advisors is comprised of investment professionals with access to a supplementary team of chartered financial analysts (CFA) that will access the current state of the plan and offer potential areas for improvement. We aim to help participants achieve their life and retirement goals through strategic investment decisions.
Target Date Fund Consulting
We start by analyzing the composition of target-date funds that may fit within the plan. Our team will also consider other suitability factors, including the quality and reliability of the fund, in addition to the fee structure.
Plan Design
A plan is only as good as its design, and we know what it takes to create a solid structure. By factoring in risk management measures, individual employee savings goals, retirement health expense considerations, and appropriate investments, we can create a plan that fulfills your fiduciary responsibility and improves the company’s overall retirement program.
Financial Wellness Consulting
Education is a quintessential part of the planning process. Employees learn good savings, budgeting, and spending habits, which encourages more consistent and broader participation in the plan.
RFP Project Management
Let us create requests for proposals (RFPs) on your behalf and vet responses to identify appropriate vendors. In some instances, we may be able to reduce costs with existing providers through this process.
Executive Benefits
Our team can construct a specially designed benefits package to attract and retain key employees at your business. Don’t let the good ones get away.
Employee Benefits Planning
While good executives tie business operations together, employees make the dream work. Coordinating closely with the plan sponsor, we build a strategically aligned set of benefits for employees that will keep them happy, healthy, and as productive as possible.