Pete Blackwell, CFP®, AAMS® 

CONNECT

Address:

7307 N Division St Suite 204
Spokane, WA 99208

Phone:

(509) 468 3292,Toll Free: (888) 634 1211

Fax/Other:

(888) 660-5065

LPL Retirement Plan Tools

 

ADDRESSING THE CHALLENGE

If you're like most plan sponsors, you have many demanding challenges competing for your attention. LPL representatives work with retirement plans every day, and they will help save you time and effort. LPL representatives bring the experience and tools that deliver value, help seek to improve participant outcomes, and help manage your fiduciary risks.

LPL RETIREMENT ADVISORS LEAD THE WAY

By working with an LPL advisor, you can help put your employees on the path toward achieving a secure retirement. Advisors who work with LPL are leading the way to retirement readiness for a generation of employees. Their success comes from your plan's success. With dedication, cutting edge tools and high-impact education, combined with a commitment to impeccable service, LPL retirement advisors will help you set a clear direction toward retirement readiness.1

 

 

 

 

 

 

 

 

 

 

 

 

ABOUT LPL RETIREMENT PARTNERS

LPL Retirement Partners is the retirement plan-focused division of LPL Financial LLC (“LPL Financial”), the nation's largest independent broker/dealer (based on total revenues, Financial Planning magazine, June 1996–2017). Through its integrated business platform and team of retirement industry experts, LPL Retirement Partners supports the operational and practice management needs of retirement plan advisors who offer retirement plan services to plan sponsors and their employees.

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.

 

 

 

 

 

 

 

 

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.

Enhanced Fiduciary Capabilities

Our tools are enhanced through a partnership with Fiduciary Benchmarks, Inc., a leader in plan benchmarking technologies.

Retirement Outcomes Evaluator Provides a process that promotes better participant outcomes
PlanPoint, PlanProfile, and FeeChecker 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.

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.

 

1. All data as of 1/2017.↩ 2. Must work with at least 5 qualified retirement plans and have at least $5 million in plan assets. 3. PLANADVISER 2016 Top 100 Retirement Plan Advisers list. Advisors selected solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees. 4. 2016 Financial Times Top 401 Retirement Plan Advisors: financial advisors managing at least $50 million in defined contribution (DC) plan assets and for whom DC plans represent at least 20% of total AUM. Selected based on eight broad factors, including DC plan AUM, DC specialization, growth in DC plan assets and number of plans, average participation rate in advised plans, years of experience, industry certifications and compliance record.