Brighten your retirement outlook.
Each retirement plan has different needs and expectations, and our experience will help to assure that you are getting the most out of your plan while managing compliance.
Generated and delivered to you, Quarterly Investment Monitoring reports notify you of your plan’s investment performance, including any that have been added to the watch list or removed from the lineup, as well as the replacement funds.
Each retirement plan has different needs and expectations, and our experience will help to assure that you are getting the most out of your plan while managing compliance.
Allow us to help you with the heavy lifting of helping to identify the right providers to service your plan with a complete RFP solution..
Professional reporting on you 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.
Provided periodically, this report shows the total cost of your plan compared to your peer groups, including detailed separate costs for investment fees, recordkeeping, and advisor compensation.
Efficiently monitors your investment lineup and notifies you of changes in performance or criteria, and creates a customized investment policy statement.
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 experts are always within reach so your LPL advisors can tackle 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.
*Information based on 401k Averages Book 2018, PSCA’s 61st Annual Survey of Profit Sharing and 401K Plans
For further details about our services, including plan design and compliance support, quarterly investment monitoring reports, employee education, fee analysis and benchmarking, or a request for proposal, please fell free to contact us with the information below