RETIREMENT PLAN ADVISORY SERVICES

Landmark Financial Advisors partners with Vanguard® to establish low-cost retirement plans for small and mid-sized businesses. Our service model is designed for simplicity while lowering costs in every aspect of the plan.

Our goal is to exceed our clients’ expectations in each of the following retirement plan advisory services: Fiduciary Compliance & Protections, Investment Selection & Due Diligence, Benchmarking Performance, Employee Education, and Personalized Advice.

We define success as helping each participant reach his or her level of retirement preparedness. We are fully committed to doing just that.

FIDUCIARY PROTECTION


An investment fiduciary is someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility.

As a co-fiduciary, we ensure each plan sponsor or administrator adheres to the Department of Labor guidelines in regards to protecting each participant from unnecessary fees and lack of investment due diligence.

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    Investment Policy Statement

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    ERISA Compliance

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    Fiduciary Plan Review

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    Plan Effectiveness

INVESTMENT GUIDANCE


Far too often retirement plans include high-cost actively managed funds.

We believe in a passive approach that reduces costs and helps participants reach retirement more efficiently.

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    Investment Reporting

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    Asset Allocation — Risk Based Models

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    Target Dated Funds

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    Quarterly Statements

EDUCATION


We want to provide each participant with the information needed to live comfortably in retirement.

We value education at our firm and believe it is necessary for all participants to have an understanding of what is going on in the plan.

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    Enrollment Process Guidance

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    One-On-One with a CFP® Professional

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    Retirement Needs Analysis

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    Education Reviews

PROVIDER SERVICES & BENCHMARKING


It is necessary to compare costs each year to peer groups that are similar to your plan.

We provide a recordkeeping service through Ascensus®, but it is your decision as to which service provider you would like to use.

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    Cost Analysis — Upfront and Ongoing

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    Participant Service Helpdesk

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    Plan Illustrator Reporting

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    Executive Team Reviews