Investment Services

From Investment Policy Statements to the construction of a participant friendly, best-in-class investment menu, LAMCO’s prudent process will help you reduce your fiduciary liability. We can also act as your plan’s 3(38) Investment Manager, virtually eliminating your investment related fiduciary liability.

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Participant Education & Financial Wellness

Even the most efficiently run and compliant plans can fall short of their intended goal—preparing participants to retire. To ensure your participants are retirement ready, we engage and educate them by providing access to expert onsite guidance and support.

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Fiduciary & Plan Oversight

The governance of your plan is important to its ultimate success. Plans that have a formal and prudent oversight process have a higher probability of success and reduced liability. LAMCO’s thorough oversight process includes plan governance, benchmarking and vendor management.

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Plan Operations Support

By reviewing the administrative processes in place on your plan, LAMCO will help you reduce administrative burdens while lessening the probability of costly errors. Our team of experts is always available to you and ready to answer any question you may have about your plan.

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