LPL’s Retirement Partners team has the scale to continually adapt and customize the options we provide to fully support your retirement plan business.
Tap into our integrated technology platform, the expertise of retirement industry professionals, and the tools and investment management resources you need to build and grow a thriving practice. Supported by the strength and commitment of LPL, you’re empowered to provide objective guidance on investment options and increase your marketing reach.
And while you’re serving the needs of your clients, we’ll have your back on regulatory issues: LPL’s scale means you’ll benefit from the policy advocacy of our Government Relations team and the LPL Financial Political Action Committee (LPL PAC).
Retirement Plan Consulting Program (RPCP) is a fee-based consulting platform that allows qualified advisors to provide advice to plan sponsors using the LPL Financial corporate RIA.
Small Market Solution (SMS) is designed specifically to help advisors service this fast-growing market segment, minimize fiduciary risk, scale your services, and run your office more efficiently.
Third-Party Institutional 3(38) leverages an institutional 3(38) investment manager that’s integrated with an LPL-approved recordkeeping provider. Under this construct, you are an educator and the third-party manager is the fiduciary.
Plan Reporting Services (PRS) helps you meet your fiduciary obligations for back-office tasks, providing a standardized investment policy statement and centralized investment due diligence.
Add value for plan sponsors at every step with support from an experienced team of retirement plan consultants and a suite of dedicated tools.