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.