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LPL Financial is one of the nation's leading financial services companies and a publicly-traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.
As an employer, you share the responsibility for guiding YOUR employees toward making decisions that will afford them greater financial independence in retirement. But here’s the quandary: Just as YOUR workers look to you for financial guidance and advice, you must seek out a professional to help you navigate plan regulation and administration.
Do the following issues look familiar to YOUR retirement plan committee?
YOUR need for competent, objective retirement plan guidance—from an advisor you can trust—has never been greater. That’s why YOUR plan should work with an independent retirement plan representative supported by LPL Financial.
Three key tenets for running an effective retirement plan drive the partnership between YOUR retirement plan advisor and LPL:
If you’re like most plan sponsors, you have many demanding challenges competing for YOUR attention. LPL representatives work with retirement plans every day, and they will help save you time and effort. LPL representatives bring the experience and tools that deliver value, help seek to improve participant outcomes, and help manage YOUR fiduciary risks.
When you partner with an LPL retirement representative, we work together to create an optimal, tailored plan configuration, helping you provide a customized fit for YOUR employees.
Below is a list of helpful documents provided by the LPL Research Team.