Linden Wealth Advisors, LLC

CONNECT

Address:

157 Church Street, 19th Fl
New Haven, CT 06510

Phone:

475.655.3066

Fax/Other:

475.655.3001

LWA Fiduciary

 

In 2018, only 51% of U.S. workers are actively participating in employer-sponsored 401k plans.1

 

In a 2016 study, 49% percentage of Retirement Plan executives were unaware of their role as fiduciaries.*2 

 

 

In the 401(k)/403(b) world, the message is clear. Retirement plan sponsors and participants alike want someone to help them navigate all of the ins and outs of managing their plan and the assets within them. They're seeking workable guidance on what needs to be done and how to do it. All the while, keeping an eagle eye on expenses.

At LWA Fiduciary, an arm of Linden Wealth Advisors, LLC, our retirement plan specialists deliver affordable, customized services to those tasked with delivering ERISA-compliant retirement plans.  We are Independent and product agnostic. This gives us the agility to harness the power and expertise of a broad menu of partners to ensure that each client enjoys a customized experience.

In addition to Retirement plan management, the team at LWA Fiduciary provides participant education, personalized liaison services and fiduciary training to help make it easier for business owners, executives and human resource professionals to meet their fiduciary responsibilities and for participants to make thoughtful decisions.

 

 

 

https://www.edwardjones.com/about/media/news-releases/underutilizing-retirement-savings.html

2  https://www.alliancebernstein.com/investments/us/retirement/inside-the-minds-of-plan-sponsors.htm

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