As a Corporate Trustee, you’re exposed to plan liability you may not be aware of.
You can either take sole fiduciary responsibility for your plan, share the responsibility with an outside vendor, or pass liability on to Lineweaver Wealth Advisors to ensure you have full 3(38) protection. You should reserve your trust for an advisor like LWA, who is willing to put their fiduciary responsibility explicitly in writing.
An ERISA 3(38) fiduciary is appointed by the Plan Sponsor to manage the investment process of the retirement plan. They become responsible for the selection, monitoring, and replacement of investment options. They will also create and implement Investment Policy Statements (IPS), and select investment options consistent with ERISA section 404(c).
As a plan fiduciary, we help our customers make well-informed decisions regarding their retirement plans. We identify key risks and opportunities while helping clients deliver important benefits to prepare their employees for a successful retirement.
We work closely with plan sponsors on all aspects of their retirement plans, including fiduciary obligations. Our services include vendor searches, investment selection and monitoring, fee benchmarking and negotiation, target-date fund selection and review, stable value fund analysis, custom risk-based portfolios, and plan compliance assistance.
Our trusted, strategic, and thorough approach is focused on reducing risk, improving participant outcomes, optimizing investment options, providing strategic plan design considerations, and helping you focus on efficiencies in terms of plan administration. We understand your needs as well as your preferences, and will proactively collaborate with you every step of the way to help achieve your financial goals.
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Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
Crain's Cleveland Business is a print and online newspaper delivering local business news and information to Cleveland's business executives, which is published by Crain Communications Inc. The Crain's 2024 list may employ different methodology than described above for similar designations granted in other years. No clients were consulted and no fees were paid to determine the winners; the award is based on assets under management. Neither the participating candidates nor their employees pay a fee in exchange for inclusion on Crain's 2024 List. However, recipients may pay a fee to Crain, an affiliate, or an unaffiliated third party in exchange for plaques or article reprints commemorating the designation. The publication should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if the recipient is engaged, or continues to be engaged, to provide investment advisory services; and should not be construed as a current or past endorsement of the recipient by any of its clients. Lineweaver Wealth Advisors was ranked in the Top 25 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2024. In 2023, Lineweaver Wealth Advisors was ranked in the Top 15 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2023. In 2021 and 2022, Lineweaver Wealth Advisors was ranked in the Top 20 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2021 and 2022 respectively.
Nominees in the Top 100 Magazine selections are not required to pay a fee for consideration. Individuals appearing in half and full page editorials, have paid a fee for additional exposure. Candidates for consideration are selected utilizing proprietary software. Top 100 Magazine analyzes the results before making their final selections. Financial Professionals and/or wealth managers must also met the following criteria; 1. Be registered with the SEC as a registered investment advisor or a registered investment advisor representative; 2. Have no more than 1 filed complaint with a regulatory agency; 3.Never been convicted of a felony. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the Financial Professional by any client nor are they representative of any one client's evaluation. Participants for the Top 100 in Finance appearance were reviewed in 2022, and recognized in March of 2023. Lineweaver Financial Group appeared in Money magazine in 2015, Fortune Magazine in 2016, WTAM 1100 in 2018, Forbes in 2020, Channel 5 in 2020, and Top 100 in Finance in 2023.
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