What Sets Us Apart
Fiduciary Monitoring System
Efficiently monitors your investment lineup and notifies you of changes in performance or criteria, and creates a customized investment policy statement.
Retirement Plan Health Check
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
Detailed report covering the annual PLANSPONSOR Defined Contribution Study of more than 5,000 plan sponsors in 28 industries.
ERISA Help Desk
Technical help and answers from industry experts are always within reach so your LPL advisors can tackle even the most complex questions and situation on your behalf.
Centralized storage for all plan-related forms and documents, including plan reviews, meeting notes, announcements, and more.
Fee Comparison and Analysis Evaluation
Creates a comprehensive fee-analysis overview covering total plan fees, including those for investment management, recordkeeping, and advisor/consultant, as well as plan benefits and features.