LPL is committed to delivering retirement plan resources that can help advisors grow their business by serving the unique needs of their clients.” “We believe providing American workers access to employer-sponsored plans is imperative to retirement readiness. Meanwhile, investors have assumed greater responsibility for their personal retirement outcomes,” said Rob Pettman, LPL executive vice president, Wealth Management Solutions. “Small businesses cite cost and complexity as the most common barriers to offering a retirement plan. In addition, 3(38) investment management fiduciary services are offered through LPL, the Retirement Advantage (TRA) offers 3(16) administrative fiduciary services, and sponsors can opt for payroll services through Paylocity.
#Aktywacja sms plus plus
SMS Plus is powered by Lincoln Financial Group’s fully integrated and easy-to-use recordkeeping platform, which enables plan sponsors the ability to drive results through their personalized website with at-a-glance plan details. The solution brings together specialized, top-tier providers to help provide oversight and management of retirement plans. The aggregated support model helps mitigate investment fiduciary risk and creates efficiencies of scale for plan sponsors, reducing the costs and administrative tasks associated with managing retirement plans and ultimately giving sponsors the ability to offer retirement plan options designed to fit their employees’ needs, so they can focus on running their core business. This expansion of LPL’s existing SMS program leverages strategic industry leaders to offer a suite of retirement plan administration solutions for small businesses and start-up plans.
14, 2021 – LPL Financial LLC today announced that LPL advisors now have access to the newly launched Strategic Market Solution (SMS) Plus, a multiple employer aggregate program powered by Lincoln Financial Group’s recordkeeping platform.
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