LPL Retirement Plan Tools

Addressing the Challenge

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 you save 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.

Wynn Point Financial

Fiduciary Best Practices

Efficiently monitors your investment lineup and notifies you of changes in performance or criteria, and creates a customized investment policy statement.

Objective reporting on your plan’s health and value using key plan attributes in comparison to a valid peer group. Attributes may include age-based group deferral rates, average account balances, portfolio diversification by age group and in total, aggregate plan performance, and more.

Detailed report covering the annual PLANSPONSOR Defined Contribution Study of more than 5,000 plan sponsors in 28 industries.

Technical help and answers from industry professionals are always within reach, so your LPL representative can inquire about even the most complex questions and situations on your behalf.

Centralized storage for all plan-related forms and documents, including plan reviews, meeting notes, announcements, and more.

Our tools are enhanced through a partnership with Fiduciary Benchmarks, Inc., a leader in plan benchmarking technologies.

Provides a process that promotes better participant outcomes.

Uses provider data that is straight from the source to give you a more complete picture of fees so you can make better decisions.

Helps you analyze the reasonableness of fees, rather than merely knowing what they are.

Prudent Fee Management

Provides clarity on plan fees by generating a cohesive analysis and report. Shows immediately whether the plan’s fee structure is competitive.

Creates a comprehensive fee-analysis overview covering total plan fees, including those for investment management, recordkeeping, and advisor/ consultant, as well as plan benefits and features.

Investment Due Diligence and Benchmarking

Timely research reports from the LPL Financial Research Team, compiling precise quarterly reports to keep your advisor up-to-date on funds and the market.

Compares up to five service provider portfolios for fees and performance, demonstrating relative strengths and weaknesses of fund options.