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.