(734) 929-4235 Home About LPL Resource Center Blog Tools Account View Contact LPL FIDUCIARY FOCUS The Future of Your Company’s Retirement Plan As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here’s the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration. Do the following issues look familiar to your retirement plan committee? New regulations that add to the complexity of administration Fiduciary pressures to provide prudent investment options Timely (and potentially complex) fee disclosures to your participants Outside advisors whose allegiances are split between plan providers and investment managers Watershed regulations that require greater transparency about disclosing relationships between plan sponsors and their advisors Employees who feel they cannot afford to save, but are being courted by your competitors through their benefits programs Concerns over your employees’ retirement readiness Your need for competent, objective retirement plan guidance—from an advisor you can trust—has never been greater. That’s why your plan should work with an independent retirement plan advisor affiliated with LPL Financial. 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 LPL retirement plan advisor can offer you deep industry insights and knowledge of the regulatory landscape that help enable you to make the best choices for your plan’s individual needs. Easy access to value-added investments and services: An LPL retirement plan advisor can deliver proprietary research that’s designed to help you tap the world’s most talented investment management teams. Unparalleled service: An LPL retirement plan advisor firm is committed to providing what you and your employees deserve and expect—great financial education at enrollment and one-on-one meetings. Today, LPL is the top independent broker/dealer in the country.1 The firm was formed in 1989 through the merger of two small but successful brokerage firms: Linsco and Private Ledger. In 2010, LPL acquired certain assets of National Retirement Partners to form its retirement­ plan focused division, LPL Retirement Partners. Combining boutique focus with the strength and resources of a national brokerage firm, LPL boasts an elite corps of top­ ranked advisors coast­-to-­coast.2 1. As reported by Financial Planning magazine, June 1996–2016, based on total revenue.? 2. LPL advisors and advisor teams made up a third of the PLANADVISER 2014 Top 100 Retirement Plan Advisers List. Selected solely on quantitative factors, including plan assets and number as reported directly by nominees.? Contact Boardwalk Financial Group Office: (734) 929-4235 3025 Boardwalk Suite 165 Ann Arbor , MI 48108 Series 7, 63, 65 registrations held with LPL Financial as well as Life, Accident & Health, and Variable Annuities mark.foster@lpl.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Mark Foster is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CT, FL, MD, MI, NJ, NC, OH, TN, VA, WA ;