Fiduciary Focus

The advisor: A powerful extension of your retirement plan committee

Three key tenets for running an effective retirement plan drive the partnership between your retirement plan advisor and LPL:

• Meaningful, timely information and research: An experienced retirement plan representative can offer you deep industry insights and knowledge of the regulatory landscape that help enable you to make informed choices for your plan’s individual needs.
• Easy access to value-added investments and services: An experienced retirement plan representative can deliver proprietary research that’s designed to help you tap the world’s most talented investment management teams.
• Customized service: An experienced retirement plan representative firm is committed to providing what you and your employees deserve and expect—great financial education at enrollment and one-on-one meetings.

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.