30 Columbia Turnpike
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
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 1996–2016). 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.
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is the nation’s largest independent broker/dealer (based on total revenues, Financial Planning magazine, June 1996–2016), an RIA custodian, and an independent consultant to retirement plans. LPL offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 financial advisors and approximately 700 financial institutions. In addition, LPL supports approximately 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL and its affiliates have more than 3,300 employees—with primary offices in Boston, Charlotte, and San Diego.
For more information, please visit www.lpl.com.
Below is a list of helpful documents to offer you additional financial perspective.