Retirement Plans

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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