Services
At Independent Retirement Partners, we strive to deliver high-impact service to organizations, including innovative strategies, comprehensive consulting, and business value. As an independent firm, with national scale and resources through LPL Financial, we have access to a broad array of record keeping platforms, the latest research and analytics coupled with fiduciary capabilities to assist a company with its retirement plan obligations.
Our services include:
Plan Investment Consulting
Through LPL, we have access to a dedicated team of 33 research professionals who will assist with macroeconomic research, asset allocation strategies, and individual fund recommendations. What this means for you is that you’ll always have access to active investment managers that are ready to help you craft plans that are right for you.
Administrative Assistance and Ad Hoc Consulting
As a business owner, you likely have many sources in your ear. Between your legal team, your investment managers, your employees, and other parties, you have a lot of your plate. But through our administrative assistance and ad hoc consulting, we can help simplify some of this noise and streamline you processes. After all, it’s all about the people!
Plan Strategy and Design Features
One of the most appealing aspects of a retirement plan is how competitive it is and we can help with determining how competitive your 401(k) plan is against others in your industry. This includes competitive analysis, market positioning, and plan design features and architecture.
Vendor Management Support Services
LPL Financial Retirement Partners has paired with PLANSPONSOR and Pathfinder, two cutting-edge technologies, to create a proprietary plan provider analysis and benchmarking tool.
Education
We always act solely in the interest of plan participants and their beneficiaries, with the exclusive purpose of providing benefits to them. Our Investment Policy Statement (IPS) acknowledges that we will always act in a fiduciary capacity, make sure you manage your fiduciary responsibilities, prepare regular performance reviews, and more.