(734) 929-4235 Home About LPL Resource Center Blog Tools Account View Contact LPL RETIREMENT PLAN TOOLS ADDRESSING THE CHALLENGE If you’re like most plan sponsors, you have many demanding challenges competing for your attention. LPL advisors work with retirement plans every day, and they will help save you time, effort and worry. LPL advisors bring the experience and tools that deliver value, seek to improve participant outcomes, and address your fiduciary risks. When you partner with an LPL retirement advisor, we work together to create an optimal, tailored plan configuration, helping you provide the best possible 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 Unbiased 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 experts are always within reach so your LPL advisor 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. 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 ;