Retirement Plan Consulting

Our strategic partner, TRUEretirement, provides our clients with qualified retirement plan consulting services. TRUEretirement is a member of LPL Financial, the nation’s largest independent broker/dealer. In addition to its expertise, LPL passes its economies of scale on to plan sponsors. Its national presence makes it uniquely qualified to evaluate, design and negotiate the highest-quality retirement programs. TRUEretirement can deliver

TRUEretirement will deliver:

  • Tailored, fee-based advisory and investment educational services
  • Independent fiduciary services with a written acknowledgement of this role.
  • Quarterly strategic meetings to include: investment due diligence and monitoring procedures, annual plan benchmarking and customized employee communication
  • Retirement plan committee support: administrative oversight with development of investment strategy and a tailored investment policy statement
  • A wealth management division dedicated to addressing the individual employee’s needs, both pre- and post-retirement.

 

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