Skip to Content

Fiduciary Focus


The Future of Your Company’s Retirement Plan

As an employer, you play a crucial role in guiding your employees toward financial freedom in retirement. But just as they look to you for guidance, you need an expert to help you navigate the complexities of plan regulation and administration.

Does your retirement plan committee face these challenges?

  • Navigating new regulations that complicate administration
  • Managing fiduciary responsibilities to provide prudent investment options
  • Ensuring timely and clear fee disclosures to participants
  • Dealing with outside advisors whose loyalties are divided
  • Adapting to regulations requiring transparency in relationships between plan sponsors and advisors
  • Addressing employees who feel unable to save while competitors lure them with attractive benefits
  • Ensuring your employees are retirement-ready

You need competent, experienced retirement plan guidance from a trusted advisor with access to a wide range of options. That’s why partnering with an independent retirement plan representative supported by LPL Financial makes sense.

The Advisor: An Extension of Your Retirement Plan Committee

Three key principles drive the partnership between your retirement plan advisor and LPL Financial:

  • Timely Information and Research: Gain deep industry insights and regulatory knowledge to make informed decisions tailored to your plan’s needs.
  • Access to Quality Investments and Services: Tap into proprietary research designed to connect you with top investment management teams.
  • Personalized Service: Receive the financial education and one-on-one meetings that you and your employees deserve and expect.

For more information about LPL Financial, visit About LPL or www.lpl.com.