Doug Lynam, Director of Educator Retirement Services, served as a Benedictine monk for twenty years before entering the world of finance. He’s been featured in numerous media outlets including the New York Times, Kiplinger’s, CNBC, and The Chicago Tribune. He is the author of From Monk To Money Manager: A Former Monk's Financial Guide to Becoming a Little Bit Wealthy -- And Why That's Okay.
A secure retirement is within the reach of most educators, providing they take the necessary steps along the way and have access to a well-designed retirement savings plan. The key to a great plan is simplicity. We help cut through the confusion that is endemic in retirement plans by providing easy to use default options for every key decision an employee needs to make. By proactively providing one-on-one advice to employees, we help ensure they are on track, and stay on track, to a secure retirement.
LongView’s retirement plans are rooted in time-tested investment science. We use funds with strong track records, low costs, and a proven history of superior returns. Addressing climate change and building a more just and sustainable global economy are essential elements of our investment approach.
Teacher burnout is real. After a lifetime of selfless service, educators should be able to make a graceful exit from the classroom. A retirement plan that guides and supports people toward their goals, which proactively helps them with difficult questions, can make all the difference.
Unlike many plan advisors, LongView takes on the role of fiduciary, meaning we are legally bound to act in our clients’ best interests, always. We offer rigorous plan design and fund selection, proactive participant counseling, ongoing monitoring of investments, and accountability to our clients.