Retirement Plans

Best Practices = Dynamic Retirement Plans


Employee Retirement Plans

What employer sponsored retirement plan is right for your company? We assist our clients through the step-by-step process of incorporating plan design features that address the employer’s desire to help their employees achieve a confident retirement. We help our clients with multiple retirement plan options, including:

  • 401(k) Plans
  • 403(b) Plans
  • Multiple Employer Plans
  • Safe Harbor Plans
  • Cross Tested & Age-Based Plans
  • Simple IRA Plans
  • Cash Balance Plans
  • Simplified Employee Pension Plans
  • 457 Plans

Serving Plan Sponsors

We want to support plan sponsors as they operate their retirement plans to help them manage the burdens it may cause from time to time. The stakes have been raised and the fiduciary requirements placed on plan sponsors have been expanded. We help plan sponsors address their requirements by working strategically with our partners to address their goal of fiduciary success.

  • Build a Maintain a Fiduciary Binder
  • Provide Due Diligence to assist with Analysis of Investment Lineups
  • Assist with Investment Policy Statements
  • Benchmark Services & Fees Regularly
  • Onsite Employee Enrolment Meetings
  • Onsite Employee Education Seminars
  • Quarterly Newsletters for Employees
  • Quarterly Newsletters for Plan Sponsors

Worksite Financial Solutions

Unique to LPL Financial, one of the services we offer is our Worksite Solutions Suite. Please take time to review the following items:
Worksite Financial Solutions Brochure

Worksite Financial Solutions is a program exclusive to LPL Financial and its advisor partners.