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.
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.