Our goal is to help you deliver a retirement plan that will serve the best interests of your business and your plan participants.
As members of the LPL Financial Retirement Plan Consulting Program, we bring expertise in all areas of plan operations, including plan design assistance, service provider monitoring, open-architecture investment recommendations and monitoring, and vendor bench marking. We seek to meet a broad range of plan participants needs through investment education and plan communications.
Our knowledge covers all aspects of plan operations, including:
As ERISA section 3(21) fiduciaries, we help you establish and maintain high fiduciary standards with services including:
We believe a successful participant education and communication program is critical to participation in your retirement plan. Depending on your specific needs, components of your communication strategy may include: