Retirement Plan Advisory

OVERVIEW         OUR APPROACH          OUR EDGE         OUR TEAM

Fiduciary. Lowe, Brockenbrough can serve in a 3(21) or 3(38) fiduciary capacity.

Experience. The tenured team at LB&C offers a valuable combination of experience.

• Industry Experience. The Lowe, Brockenbrough team of professionals brings over 30 years of retirement plan experience and has gained extensive knowledge of the industry.
• Investment Experience. Our Retirement Plans Services Team is supported by an investment committee with over four decades of investment experience. The committee is led by investment professionals who hold the Chartered Financial Analyst designation (CFA).

Unbiased Approach. As an independent firm, we are free of conflict with regard to recommended fund options. LB&C’s open-architecture approach allows us to identify, without limitations, the most appropriate investment options, share classes, education strategies, custodian platform, and third party administrator.

Transparency. Lowe, Brockenbrough communicates in a fully transparent manner to ensure reasonableness of fees and to allow plan sponsors to fulfill their fiduciary obligations.

Taxable and Tax Exempt Retirement Plans. Our retirement plan team has experience serving both 401(k), 403(b), Cash Balance Pension, and 457 Deferred Compensation Plans. We understand the nuances of taxable and tax exempt entities and have the ability to tailor services accordingly.

Investment Models. For those participants who desire guidance, our investment committee designs dynamic asset allocation models designed to meet changing levels of risk and return objectives.

Retirement Plan Advisory

OUR APPROACH OUR EDGE  OUR TEAM

Transparency. The only way to insure fee reasonableness is through full transparency. We strive to communicate in an open, fully transparent and informative manner allowing our clients to have a complete understanding of the services provided and all plan and participant fees.

Taxable and Tax-exempt. Our retirement plan team has experience serving both 401(k) and 403(b) plans. We understand the nuances these taxable and tax-exempt entities and have the ability to tailor services accordingly.

Organizational Structure. As an independent, employee-owned organization we are free of conflict from a parent, subsidiary or affiliated organization. We retain complete control of our organizational structure and day-to-day operations. We are able to focus on delivering retirement plan advisory services to our clients.

Our Culture. Lowe, Brockenbrough is a collaborative organization with a shared vision of exceeding our client’s expectations. We enjoy very low employee turnover which affords our retirement plan advisory clients continuity of process and service.