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 UsManaging your retirement plan is a big responsibility. There are so many considerations to weigh – from plan design to employee education, we can provide you with the insight and solutions for better plan outcomes.
Lawley Retirement Advisors has over 80 years of combined financial services experience. Our team has worked on both sides of the industry – provider and advisor.
We serve as retirement plan advisor across all plan types- 401(k), 403(b), 457– and industries. Our work also includes consulting solutions and RFP services.
We are an independent firm – maintaining relationships with multiple providers. Every plan is unique and we strive to provide solutions that best fit the needs of our clients.
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.
How much will I need to save?
How should I invest properly?
Will I outlive my savings when I retire?
Help your employees live life to its fullest, live within their means, and save for their futures by teaching important budgeting tips and saving techniques. Learn more about our new Financial Wellness program.
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LRA Form CRS
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Additional advisory services offered through Lawley Retirement Advisors. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.
IMPORTANT CONSUMER INFORMATION
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Lawley Retirement Advisors
Securities licensed in the following states:
NY, CA, CO, DE, FL, IL, IN, MI, MN, NC, OH, VA, WA, VT, CT
Phone: 716.849.1584 | Email: dmarkowski@lawleyretirement.com
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WEBSITES: FINRA | SIPC | Osaic
Lawley Retirement Advisors© 2025
