Why Hire LRPC?

Milwaukee, Wisconsin-based 401k investment adviser and fiduciary compliance specialist Lawton Retirement Plan Consultants, LLC (LRPC) is a Registered Investment Advisory (RIA) firm that stands out from the crowd.

✓ Knowledge and Experience

Robert C. Lawton, AIF®, CRPS®, has more than 30 years of knowledge and experience acquired by working with hundreds of 401k plans and many Fortune 500 companies.

✓ Accredited Fiduciary Compliance Expertise

LRPC is a Registered Investment Advisory (RIA) firm, not a brokerage firm. RIAs are required to sign on to their clients’ plans as ERISA fiduciaries without limitation whereas brokerage firms, banks, and insurance companies are not.

Lawton has earned the Accredited Investment Fiduciary (AIF) designation by completing a rigorous program of study offered through the University of Pittsburgh’s Executive Education program. Your plan will be monitored by an accredited fiduciary compliance specialist.

RIAs provide advice that is in the best interest of their clients. LRPC has no proprietary products to sell and derives no revenue from payments from mutual fund companies or third parties. The firm receives 100% of its fee revenue from client billings. Brokers, bankers, and insurance company advisors work for their companies, not their clients. They present investment ideas and approaches that are in the best interest of their firm and themselves, not their clients.

✓ Independence

LRPC is an independent, 100% employee-owned, Registered Investment Advisory (RIA) firm, and is not bound to recommend any specific investment options or providers. The firm does not hold client assets or execute client trades. LRPC has no conflicts of interest that prevent it from providing clients with the best advice. This independence permits the firm to conduct objective research on more than 30,000 investment options leading to unbiased investment fund recommendations.

✓ Client Focus

The firm is passionate about its clients’ needs. LRPC provides quick, accurate solutions to problems and questions. The firm’s business practices are transparent, accountable, and open. As a result, LRPC has experienced nearly 100% client retention.

Hire The Best Adviser,

Not The Best Sales Team

Managing your company’s 401k retirement plan in today’s markets can be extremely challenging. With more than 650,000 investment advisers vying for your business, hiring the right adviser is critical to achieving retirement readiness for your participants and fiduciary compliance for your 401k plan.

Make sure you have researched the following:

Will the advisor sign on to your 401k plan as a fiduciary without limitation?

✓ LRPC will, but brokers, bankers, and insurance company advisors won’t.

Is your 401k plan being monitored by an accredited fiduciary compliance consultant?

✓ Robert C. Lawton has earned the Accredited Investment Fiduciary (AIF) designation.

Does the adviser have any conflicts of interest?

✓ LRPC has no conflicts of interest but brokers, bankers and insurance company advisors do.

Does the adviser sell proprietary products?

✓ LRPC does not, but brokers, bankers, and insurance company advisors do.

Does the adviser have any violations in his/her background?

✓ Check BrokerCheck. Robert C. Lawton, AIF, CRPS has a clean background.

Have you asked the adviser the right questions?

✓ The Department of Labor suggests these: Selecting and Monitoring Pension Consultants – Tips for Plan Fiduciaries.

Check BrokerCheck

BrokerCheck is a free service provided by FINRA — the Financial Industry Regulatory Agency under the direction of the Securities and Exchange Commission (SEC).

BrokerCheck

Hire Lawton Retirement Plan Consultants, LLC!

Don’t hire the best sales team. Hire the best 401k investment adviser and fiduciary compliance consultant you can find.

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