Employer Sponsored Retirement Plans

The Future of Your Company's Retirement Plan

As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here’s the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.

Your need for a professional retirement plan and investment advice—from a financial professional you can trust—has never been greater. That’s why your plan should work with an independent retirement plan professional affiliated with LPL Financial.

Do the following issues look familiar to your retirement plan committee?

New regulations that add to the complexity of administration
Fiduciary pressures to provide prudent investment options
Timely (and potentially complex) fee disclosures to your participants
Outside financial professionals whose allegiances are split between plan providers and investment managers
Watershed regulations that require greater transparency about disclosing
relationships between plan sponsors and their financial professionals
Employees who feel they cannot afford to save, but are being courted by your competitors through their benefits programs
Concerns over your employees’ retirement readiness

Focused Retirement Plan Solutions from a Plan Professional

Today, IFS Wealth Management, powered by LPL, is a leading choice to consider when your retirement plan matters.

Four key tenets for running an effective retirement plan drive the partnership between IFS Wealth Group and LPL:

Professional advice: Your retirement plan professional can act as a co-fiduciary of your plan under ERISA section 3(21) for ongoing investment advice. Our financial professionals are paid by you — and not by any product sponsor.
Meaningful, timely information and research: An IFS Wealth Management retirement plan professional can offer you deep industry insights and knowledge of the regulatory landscape that help enable you to make the best choices for your plan’s individual needs.
Easy access to value-added investments and services: Your retirement plan professional can deliver proprietary research that’s designed to help you tap the world’s most talented investment management teams.
Unparalleled service: IFS Wealth Management is committed to providing what you and your employees deserve and expect—great financial education at enrollment and one-on-one meetings.

Meet with an IFS Wealth Management Advisor

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.