401k Investment Adviser

Hello formeractuary I hope you are well today. You should hire an investment adviser before you review your recordkeeper, trustee and custody relationships. That investment adviser can lead the review process for you. It is very unusual for a company of your size not to be working with an investment adviser. A competent investment adviser will save you at least the amount in fees they charge you each year. An investment adviser serving as a fiduciary without limitation will also ensure that your plan is in fiduciary compliance and educate your investment committee on their fiduciary responsibilities. I have worked with many Fortune 500 companies (Apple, AT&T, IBM and many others) on their retirement plans and would be happy to have a phone conversation with you (without any obligation for you to hire my firm). I can be reached at 414.828.4015. Robert C. Lawton, President, Lawton Retirement Plan Consultants, LLC