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Plan For Success

We provide innovative solutions, comprehensive consulting, and business value for plan sponsors and participants. Through our relationship with our broker-dealer, LPL Financial, we offer objective advice on how to structure a competitive qualified retirement plan that aligns with your business goals and cost parameters.

Serving as an objective guide for plan sponsors, we help them navigate through the maze of investment options, plan design considerations, participant education, vendor resources, and more. We can assist you with the following:

  • Plan Design
  • Fiduciary Management Support
  • Plan Benchmarking
  • Plan Participant Education
  • Annual plan review
  • An Investment Policy Statement (IPS) draft.
  •  Deliver information on plan investments as prepared by product sponsor Note to advisor: May provide
    initial Investment recommendations at plan's specific request, but must present at least three (3) options and make clear to the plan
    that it is general guidance only
  • Worksite Financial Solutions (Worksite Financial Solutions is a program exclusive to LPL Financial and its advisor partners.)
  •  Administrative Support

For a free analysis of your current plan or to receive free information on retirement plan options for your business, enter your information in the "Have A Question Form", or email us by clicking HERE.