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From compliance and administration to retirement readiness and employee engagement, we are committed to providing helpful and relevant resources to our plan sponsor clients and prospects.   

Formation of Lawsuit Trends

The barrage of excessive fee lawsuits filed in 2006 started a trend that continues to this day. At first, plan sponsors saw early signs of success in getting cases dismissed.

However, this changed after a few years when participants started ho...

An old saying goes, “You get what you pay for.” But as a consumer, how do you know if you’re getting the best value for your dollar unless you shop around and compare costs? Benchmarking is the process of comparing your retirement plan with others that are similar in s...

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Items Your Annual Retirement Plan Review May Be Missing

March 5, 2018

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, HI, IL, NV, OR, & WA.