401(k) Plan consulting and services

Linwood provides consulting and support to 401(k) and other corporate pension plans. Services include review of plan design and related features, compliance reviews and high quality assets for use in nondiscretionary plans. Through our affiliated CPA firm we can also coordinate third party plan administration services.

As independent, fee only advisors we can provide unbiased advice and have a wide variety of fund choices to meet the needs of any plan. Some of the fund families currently included in plans we consult with include:

  • PIMCO
  • Oakmark
  • Scout
  • Baron
  • Wells Fargo
  • Artisan
  • Loomis Sayles
  • JPMorgan
  • Ivy
  • Forward
  • Permanent

Call us for a review of your current plan and investment choices.