Retirement Plan Services
We maintain one focus: the servicing of employer sponsored retirementplans. No private wealth management, insurance rollovers, or participant rollovers. We believe in specializing in one discipline to provide plan sponsors and their employees with our expertise without the distractions of other lines of business. We serve as either a 3(21) or 3(38) co-fiduciary* to our clients to ensure that our interests are aligned.
We offer:
- Plan Fee Benchmarking
- Plan Design Consulting
- Provider RFP
- Plan Health Checks
- Fiduciary Training
- Plan Governance & Compliance
- Expense Analysis
- Investment Consulting
- LPL Retirement Plan Tools
Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor.
*In advisory relationships