Milwaukee 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 because of its:
Knowledge and Experience
Robert C. Lawton, the firm’s founder and president, has more than 30 years of knowledge and experience acquired by working with hundreds of 401k plans and numerous Fortune 500 companies, including:
- Aon Hewitt
- First Interstate Bank
- Florida Power & Light
- General Dynamics
- John Deere
- Mazda Motor Corporation
- Northern Trust Company
- Northwestern Mutual
- Trek Bikes
- Tribune Company
- Underwriters Labs
LRPC specializes in providing investment advisory and fiduciary compliance services to the 401k plans of small and mid-size companies in Illinois and Wisconsin. The firm brings Fortune 500 thinking to that market — one that tends to be underserved by the brokerage community and overcharged by larger consulting firms.
Accredited Fiduciary Compliance Expertise
RIAs like LRPC are required to sign on to their clients’ plans as ERISA fiduciaries. Brokerage firms aren’t. As a result, brokerage firm advisors present investment ideas and approaches that are in the best interest of their firm and their brokers, not you, the client. RIAs are required to share advice that is in their clients’ best interest.
LRPC ensures that its clients comply with all fiduciary rules and regulations and signs on to client 401k plans as an ERISA Section 3(21) fiduciary. Robert C. Lawton, president of Lawton Retirement Plan Consultants, LLC, is an Accredited Investment Fiduciary (AIF). You can rest assured knowing that your 401k plan will be monitored by an accredited, fiduciary compliance specialist.
Award-Winning 401k Investment Adviser
LRPC’s founder, Robert C. Lawton, has been recognized as a “Top 100” and “Top 300” 401k plan investment adviser. Mr. Lawton is quoted in many national publications and is a blogger on investments and 401k plans for SourceMedia publications. Recently Mr. Lawton was interviewed by Kelly Greene, former Wall Street Journal editor and current BlackRock executive, on how to design the best 401k plan. You will receive advice from an industry leader.
Independent, Milwaukee 401k Investment Adviser
Milwaukee 401k investment adviser LRPC is a RIA, not a brokerage firm. The firm has no proprietary products to sell, derives no revenue from payments from mutual fund companies or third parties and is 100% employee-owned. The firm’s revenue comes only from client fees. Brokers work for their brokerage firm, not their clients. LRPC works only for its clients. The firm has no conflicts of interest keeping it from providing clients with the best advice.
Milwaukee 401k investment adviser LRPC is passionate about its clients’ needs. The firm provides quick, accurate solutions to problems and questions. LRPC’s business practices are transparent, accountable and open. As a result, the firm experiences 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.
Don’t hire the best sales team. Hire the best 401k investment adviser and fiduciary compliance consultant you can find. Hire Lawton Retirement Plan Consultants, LLC!
Before Hiring Anyone Use 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 will tell you if an adviser you are considering has any violations in his/her background. Any violation found in BrokerCheck is serious and should disqualify an adviser from consideration.
In addition, the Department of Labor suggests that you ask an adviser you are thinking of hiring the questions found in their publication Selecting and Monitoring Pension Consultants – Tips for Plan Fiduciaries.
Lawton Retirement Plan Consultants, LLC
342 North Water Street
Milwaukee, WI 53130
(414) 828-401k (4015)