Services

 

Comprehensive services and  resources offered by Landmark Advisors:

 

Review the Plan components for cost and efficiencies

Review the Retirement Plan Design

401k and Retirement Planning ServicesMonitor Investments to comply with Investment Policy Statement

  1. Past performance history

  2. Expense ratios

  3. Management philosophy

  4. Risk and return characteristics

Offer Investment Advice to Plan Participants

Review all vendors for compliance and costs

Employee communications specialists explaining the benefits of:

  1. Plan participation

  2. Increasing plan contributions

  3. Impact of pre-retirement withdrawals

  4. Terms and operation of the Plan

  5. Investment alternatives available within the Plan

 

 

 

Landmark Advisors is a member of National Retirement Partners.  We are located in Minneapolis, Minnesota.  We specialize in providing retirement plan consulting and financial planning education for plan sponsors and delivering personal retirement planning for plan participants.  Contact us today for more information about your retirement planning needs.

 

Securities and Investment Advisory services offered through Woodbury Financial Services, 500 Bielenberg Drive, Woodbury, MN  55125, (800) 800-2000.  Member FINRA, SIPC and Registered Investment Advisor.
 
 

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