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Retirement Plan Strategies

Customized Strategies to Pursue Your Business or Organizations Needs

An employer sponsored retirement plan is a type of benefit plan providing distinct employee and tax-related benefits for a business or non-profit organization.  These types of retirement plans include: 401(k), 403(b), SIMPLE IRA, Profit Sharing, Defined Benefit and Cash Balance Plans.  Each type of plan offers unique features and advantages that can be tailored to the needs of the organization. 

Client Centered

Implementing and monitoring a retirement plan to desired outcomes can be a challenging process.  Our team works with small businesses and non-profit organizations to help maximize retirement plan benefits for the business and its employees through careful retirement plan design assistance, targeted communication, employee education, and plan maintenance.  

As members of the LPL Retirement Plan Consulting Program (RPCP), we leverage a wealth of technology and research to assist a plan sponsor in making data-driven decisions. 

Additionally, our strategic partnerships with Third Party Administrators (TPA), Recordkeepers and CPAs help for thoughtful collaboration and coordination in the plan design and reporting processes.    

Retirement Plan Services

Plan Designdesign a plan to help maximize outcomes for both the business and associated employees.

Investment Analysis - provide software and analysis tools to manage risk and fiduciary exposure.

Fiduciary Support - help manage the fiduciary responsibilities within the plan through our partnerships.

Fee Benchmarking - analyze plan fees and assist the Plan by acting as a liaison between service providers and product sponsors.

Employee Education - assist employees with the Plan through enrollment and education to help improve employee retirement savings outcomes.

Have a question about your retirement plan or types of retirement plans?

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