Using plan design assessments that strive to increase your benefits ROI while working to enhance participant retirement outcomes.
Promoting highly customized plan participant content structured to optimize outcomes and increase financial wellness.
Navigating the complex landscape of laws and regulations to create attractive benefits packages to reward, attract and retain key executives.
Utilizing RFP-driven processes to ensure apple-to-apple comparisons and striving to maximize a plan’s negotiating leverage.
Providing comprehensive and ongoing fiduciary guidance, training and support to mitigate potential liabilities.
Educating your employees about how to deal with financial challenges to experience freedom from financial stress.
Leveraging a proprietary fund ranking system that aims to enhance outcomes, manage risks and reduce fiduciary exposures.
Applying a dynamic risk-based suitability process to identify a “best-fit” target date fund series that is right for your plan.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.