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LPL Retirement Partners is #1 in 6 of the 8 Categories by Plan Sponsor Magazine 2014 | The Plan Advocate

http://www.theplanadvocate.com/lpl-retirement-partners-ranked-1-by-plan-sponsor-magazine-2014

About The Plan Advocate Team. About The Philadelphia Group. Plan Sponsor Self Assessment. Retirement Plan Specialists who pride ourselves on being process driven not product driven. LPL Retirement Partners is #1 in 6 of the 8 Categories by Plan Sponsor Magazine 2014. LPL Retirement Partners, member The Plan Advocate , is #1 in 6 of the 8 categories assessed in the independent Plan Sponsor 2014 Consultant Buyer’s Guide by many. 2014 TOP 5 CONSULTANTS.

2

Employee Engagement Solution | The Plan Advocate

http://www.theplanadvocate.com/employee-engagement-solution

About The Plan Advocate Team. About The Philadelphia Group. Plan Sponsor Self Assessment. Retirement Plan Specialists who pride ourselves on being process driven not product driven. When new employees bring their retirement accounts from past employers, the Employee Engagement Solution helps make it easy for them and for you to integrate their accounts into your plan. Of employees leave their 401(k) balances when they leave their company. The Employee Engagement Solution can help. Consolidating retiremen...

3

About Us | The Plan Advocate

http://www.theplanadvocate.com/about

About The Plan Advocate Team. About The Philadelphia Group. Plan Sponsor Self Assessment. Retirement Plan Specialists who pride ourselves on being process driven not product driven. The Plan Advocate Process minimizes the plan sponsor’s effort in running a successful retirement plan while maximizing their fiduciary protection and creating successful retirement outcomes for employees. THE PLAN ADVOCATE TEAM. Joseph A. Lapps, CRPS , AIF. And Jordan C. Norley, CFS , AIF. LPL Financial was founded with a pio...

4

Financial Wellness – A Benefit for a Lifetime | The Plan Advocate

http://www.theplanadvocate.com/about-financial-wellness

About The Plan Advocate Team. About The Philadelphia Group. Plan Sponsor Self Assessment. Retirement Plan Specialists who pride ourselves on being process driven not product driven. Financial Wellness A Benefit for a Lifetime. Good for Employees. Great for You. 1 Employee Education Solution. 2 Employee Advice Solution. 3 Employee Transition Solution. Helping employees make better. Delivering tools, resources and. Personal, one-on-one consultations. Providing financial guidance during. Distribution planni...

5

Do you know where you stand with your plan? | The Plan Advocate

http://www.theplanadvocate.com/do-you-know-where-you-stand-with-your-plan

About The Plan Advocate Team. About The Philadelphia Group. Plan Sponsor Self Assessment. Retirement Plan Specialists who pride ourselves on being process driven not product driven. Do you know where you stand with your plan? Is your retirement plan competitive and free of legal pitfalls? If you’re unsure, it may be time for a checkup. The good news, though, is that the issues plan sponsors have with their provider can usually be fixed by strong leadership from an experienced advisor.

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About The Plan Advocate Team. About The Philadelphia Group. Plan Sponsor Self Assessment. Retirement Plan Specialists who pride ourselves on being process driven not product driven. The Plan Advocate Process is unlike anything else in today’s retirement plan marketplace. It consists of five main components that provide a comprehensive blueprint helping achieve retirement plan success – for both your company and plan employees. Is your retirement plan healthy? Might be time for a checkup.

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