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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 a specialist professional 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:
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.
For more information about LPL Financial, visit www.lpl.com.
* As reported in Financial Planning magazine, June 1996-2016, based on total revenues.