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Press Release: 401(K)

NEWS               

For immediate release

 

Contact:     Leslie Swid

                      Impact Communications

leslieswid@impactcommunications.org

913 649-5009

 

Lindner Capital Advisors Announces

New 401(k) Fee Structure

 

ATLANTA (June 22, 2016) – Lindner Capital Advisors (LCA), a federally Registered Investment Advisor, based in metropolitan Atlanta, has announced an innovative fee structure for all new 401(k) accounts. The new investment management fee is 20 basis points, a significant reduction from the standard industry fee structure. Plan sponsors will pay a minimum fee of $1,000 and a maximum fee of $20,000. This means that fees on new plans larger than $10,000,000 will be capped at $20,000. “In light of the new DOL regulations, we recognized the importance of providing even better service to plan sponsors,” said LCA CEO and President Robert J. Lindner.
LCA’s Third Party Turnkey Asset Management Program (TAMP) serves as an ERISA 3(38) Investment Manager and assumes fiduciary responsibility for investment selection and monitoring. LCA provides access to institutional fund strategies and exclusive money managers that are not readily available to the retail market. LCA portfolios are designed to be consistent with a client’s unique investment objectives, individual time horizon, and tolerance for risk. LCA is committed to its fiduciary standards and was recently recognized by CEFEX as one of only five Investment Advisors worldwide to hold this certification for 10 consecutive years.
“This reduced pricing became effective June 1, 2016,” said LCA’s VP of Sales and Marketing Kendall Borchardt. “The marketplace is in need of portfolio management options that are fully transparent and appropriately priced. We made this decision on our fee structure to address that need.”

 

About Lindner Capital Advisors

Lindner Capital Advisors, Inc. (LCA) is a federally Registered Investment Advisor based in metropolitan Atlanta, Georgia, with representation throughout the continental United States. LCA was formed in 1996 to provide asset management solutions through an exclusive group of broker dealers and financial professionals. LCA’s clients include individuals, high net worth individuals, small businesses, corporations, charitable organizations, and pension and profit sharing plans. To learn more, visit www.lcaus.com.

Disclosures regarding CEFEX certification

The CEFEX certification is no guarantee as to future success, and should not be construed as an endorsement of LCA by CEFEX, the Centre for Fiduciary Excellence.  The CEFEX certificate has been awarded following the successful completion of an assessment. It may not address all of the products/services provided by the firm. The terms and conditions governing the issuance of the CEFEX certificate are contained in the Agreement between CEFEX and the firm. The certificate is the property of CEFEX, is valid for 1 year from the Date of Current Registration shown, and can be renewed annually.

The certification is not a source of legal or investment advice, a financial audit or expression of opinion regarding the completeness or accuracy of financial statements, a compliance or regulatory audit, a guarantee that the firm is in compliance with applicable fiduciary laws or standards, or a guarantee that the firm is adhering to the standard with respect to any specific client.  To learn more, visit www.cefex.org/.

 

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Advisory Services offered through Lindner Capital Advisors, Inc.,
A Registered Investment Advisor.
600 Village Trace | Building 23 | Marietta, GA 30067 | Phone: (770) 977-7779
This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Lindner Capital in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.

LCA Form ADV Part 2A March 2018