Modernize Your Plan

Streamline Plan Administration

  • 360/180 degree payroll administration
  • Eligibility tracking
  • Online contribution rate changes
  • Automate plan features - loans/distributions/hardships/QDROs
  • Automate required participant notices

Optimize Plan Design

  • Re-evaluate plan design and intent
  • Eligibility/plan entry
  • Automatic enrollment
  • Auto-savings increase
  • QDIA based upon your demographics

Redefine Committee Priorities

  • Improve plan health
  • Assess participant retirement readiness
  • Conduct fiduciary training
  • Review and assess participant trends and behaviors
  • Identify opportunities for improvement/mitigate risk

Improve Participant Outcomes

  • Retirement readiness score
  • Increase employee awareness
  • Promote participant engagement
  • Implement effective education strategies
  • Demonstrate mobile app/website/learning center







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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. 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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