1301 HRC Plaza Drive,
Lake Saint Louis,
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here’s the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.
Do the following issues look familiar to your retirement plan committee?
The advisor: A powerful extension of your retirement plan committee
Three key tenets for running an effective retirement plan drive the partnership between your retirement plan advisor and LPL:
Today, LPL is the top independent broker/dealer in the country.1
The firm was formed in 1989 through the merger of two small but successful brokerage firms: Linsco and Private Ledger. In 2010, LPL acquired certain assets of National Retirement Partners to form its retirement plan focused division, LPL Retirement Partners. Combining boutique focus with the strength and resources of a national brokerage firm, LPL boasts an elite corps of top ranked advisors coast-to-coast.2
1. As reported by Financial Planning magazine, June 1996–2019, based on total revenue.↩
2. LPL advisors and advisor teams made up a third of the PLANADVISER 2014 Top 100 Retirement Plan Advisers List. Selected solely on quantitative factors, including plan assets and number as reported directly by nominees.↩