Broker Check
 
 

Partnership with LPL

RETIREMENT ADVISORS LEAD THE WAY

By working with an LPL advisor, you can help put your employees on the path toward achieving a secure retirement. Advisors who work with LPL are leading the way to retirement readiness for a generation of employees. Their success comes from your plan’s success. With dedication, cutting edge tools and high-impact education, combined with a commitment to impeccable service, LPL retirement advisors will help you set a clear direction toward retirement readiness.1


For Executive Benefits please click here

For Retirement Plans please click here

For Worksite Solutions please click here


1. All data as of 3/2016.↩ 2. Must work with at least 5 qualified retirement plans and have at least $5 million in plan assets. 3. PLANADVISER 2015 Top 100 Retirement Plan Advisers list. Advisors selected solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees. 4. 2015 Financial Times Top 401 Retirement Plan Advisors: financial advisors managing at least $25 million in defined contribution (DC) plan assets and for whom DC plans represent at least 20% of total AUM. Selected based on eight broad factors, including DC plan AUM, DC specialization, growth in DC plan assets and number of plans, average participation rate in advised plans, years of experience, industry certifications and compliance record.