Retirement plan benefits
Is your company’s plan really working for you?
Investment Platform
- Provide extensive investment solutions
- Offer options for “hands-on” and “hands-off” investors
- Strive to improve overall performance
- Periodic review of fund line up to help ensure best investment menu
Expenses
- May help save on out of pocket costs to Third Party Administrator
- Aim to decrease internal fees with competitive pricing
- Also seek to lower internal fees further over time
Service and Plan Design Assistance
- Provide individual meetings for all participants
- Invest in employees with ongoing financial education presentations to staff
- We help participants think more broadly about financial wellness
- We help you manage fiduciary obligations your way
- We work closely with the Third-Party Administrator and client
- Help with plan design in an effort to improve contributions. and tax savings
Retirement planning consulting program advisory services offered through LPL Financial, a registered Investment Advisor.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
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