The one and only focus of LPL Financial retirement plan advisors is to provide your plan with the tools, training and dedicated support needed to build high quality strategies for your organization and its employees.
Independent - An LPL Financial retirement plan advisor is an autonomous professional, focused on addressing the unique needs of your plan. He or she has access to turnkey reporting capabilities for plan features comparability and fee transparency under ERISA section 408(b)(2).
Highly Trained - Regular LPL Financial conferences, webinars and training help ensure that your advisor is versed in the intricacies of plan regulation and administrative services, and has specialized knowledge of ERISA and Department of Labor rules.
Knowledgeable and Effective - An LPL Financial retirement plan advisor is able to deliver to your plan committee objective, institutional quality due diligence on well known investment managers, as well as in-depth research on leading plan providers-virtually in real time. Plan sponsors and employers can expect precise implementation of plan features and benefits on the fully integrated LPL Financial technology platform.
Committed to Plan Sponsor's Success - An LPL Financial retirement plan advisor seeks to help you make better decisions and optimize your plan design and investment options. Services designed specifically for the needs of plan sponsors include fiduciary-level investment monitoring and expedited investment policy statement (IPS) assistance.
Committed to Your Employees' Success - An LPL Financial retirement plan advisor is fully dedicated to improving retirement readiness for your employees while they are in-plan, preparing to retire, and after they have left the plan.