Our Role

For more than two decades, our experienced partners and professionals have provided independent investment advice and financial counsel to a diverse client base of companies large and small, in Western New York, across the country and around the world.

IF YOU HAVE BEEN QUESTIONING IF YOUR RETIREMENT PLAN IS WORKING FOR YOU AND YOUR EMPLOYEES, IT’S TIME TO TALK TO LAWLEY COURIER ADVISORS.

Whether it’s a start up or an existing retirement plan, Lawley Courier Advisors has the experience, resources and technology to tailor a program to help meet the needs and objectives of your company.

Lawley Insurance was founded in 1955, and Courier Capital Corporation was founded in 1967. We have combined our efforts to provide clients with the highest level of expertise, products and services. By providing a diverse menu of investment choices, we believe our clients realize a higher level of employee satisfaction and reduced liability – while experiencing cost savings in plan administration fees.

There’s no better time than now to talk to Lawley Courier Advisors about your company’s retirement plan.

Our integrity, philosophy, and commitment set us apart. Our professional advisors will work with you every step of the way to create a custom solution that fits your unique needs.

We are independent, fee only investment advisors who act in your best interest.

Lawley Courier Advisors will:

Coordinate all aspects of your retirement plan

  • Coordinate all aspects of your retirement plan
  • Perform as a co-fiduciary to your plan
  • Conduct regular plan reviews with your retirement plan committee
  • Facilitate your employee education program
  • Provide legislative updates
  • Continuously monitor fund selections
  • Ensure vendors fulfill pricing and service commitments

Lawley Courier Advisors

our-rolePlan Sponsor

  • Establish and maintain the plan on behalf of the employees
  • Monitor all aspects of the plan as the fiduciary

Recordkeeper

  • Maintain daily participant balances
  • Provide website tools and resources
  •  Provide educational materials
  • Administer payroll integration processing
  • Distribute quarterly newsletter and statements

Plan Administrator

  • Perform all compliance and discrimination testing
  • Assist with plan design and required amendments
  • Administer loans and benefit payments
  • Monitor deferral limits
  • File IRS documents

One of our professional advisors will speak with you at no cost or obligation about how Lawley Courier Advisors can help you and your employees.