Lifeworks Advisors provides privately held businesses with 3(21) fiduciary services for employer-sponsored retirement plans: 401(k), Defined Benefit Cash Balance Plans, Profit Sharing, SEP IRAs, Solo 401(k), Non-Qualified Benefit Plans.
- We do not accept soft dollar compensation.
- We have no affiliations with financial service firms (e.g., bank, insurance, brokerage, trust, custody, administration, etc).
- We have no registered (broker-dealer) representatives.
- We do not sell services to financial service firms.
Lifeworks Fee Structure
Lifeworks believes in a fair and transparent approach to how we are compensated for our services.
We’ve built our platform with our clients’ best interests in mind. No commissions, no hidden fees, no account fees, no proprietary products or soft dollar agreements.