DEDICATED FIDUCIARY PROTECTION.
A fiduciary team with experience managing corporate 401(k) plans, including all required ERISA 3(38), 3(21), and 404(c) obligations for many Northeast Ohio companies including automotive, manufacturing, healthcare, IT solutions, and many others.
As one of Northeast Ohio’s retirement specialists, we offer in person and remote education programs, one-on-one counseling for employees, as well as regular up-to-the moment articles, blogs, videos, and other resources to help set up your employees for financial success.
The Lineweaver organization has been independent since its inception 27 years ago. That independence enables us to access a myriad of investment tools, platforms, and strategic analysis from the industry’s top providers. Combined with our own proprietary market research, this broad access to leading products and resources allows us to create a tailored, customized plan to meet your specific goals and objectives.