LPL Retirement Planning Tools
When you partner with an LPL retirement representative, we work together to create an optimal, tailored plan configuration, helping you provide a customized fit for your employees.
Addressing the Challenge
If you’re like most plan sponsors, you have many demanding challenges competing for your attention. LPL representatives are retirement plan experts, and they will help save you valuable time and effort. LPL representatives bring valuable experience and tools, seek to improve participant outcomes, and help manage your fiduciary risks.
Enhanced Fiduciary Capabilities:
Retirement Outcomes Evaluator
Provides a process that promotes better participant outcomes.
PlanPoint, PlanProfile, and Fee Checker
Uses provider data that is straight from the source to give you a more complete picture of fees so you can make better decisions.
V2.1 Full Benchmarking Report
Helps you analyze the reasonableness of fees, rather than merely knowing what they are.
Prudent Fee Management
Expense Analyzer
Provides clarity on plan fees by generating a cohesive analysis and report. Shows immediately whether the plan’s fee structure is competitive.
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.
Fiduciary Best Practices:
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
Objective Reporting on your 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.
Industry Reports
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 professionals are always within reach so your LPL representative can inquire about even the most complex questions and situations on your behalf.
Fiduciary Vault
Centralized storage for all plan-related forms and documents, including plan reviews, meeting notes, announcements, and more.
Investment Due Diligence and Benchmarking
Investment Due Diligence
Timely research reports from the LPL Financial Research Team, compiling precise quarterly reports to keep your advisor up-to-date on funds and the market.
Fund Line-up Comparison Tool
Compares up to five service provider portfolios for fees and performance, demonstrating relative strengths and weaknesses of fund options.
Let us discover your needs. We’ll design your plan, deploy it for you and remain committed to your success.
The first step is a consultation with one of our Peak Wealth Partners team members.
To begin the process, please share some brief information about yourself and your financial goals – and we will be in touch. Or, you can email us.