Retirement Plan Services Powered by LPL Financial
Dynamic Retirement Plan Consulting Services Offered Through LPL Financial
LPL Financial was founded with a pioneering vision—to enable the delivery of independent and objective financial advice to millions of Main Street America households. The company achieves this vision through its relationships with entrepreneurial financial advisors seeking to build their own successful businesses, as well as with financial advisors based in regional and community banks and credit unions throughout the country.
To further enhance their presence in the retirement plan market, In 2010 LPL Financial completed the acquisition of National Retirement Partners, Inc. (“NRP”). NRP was one of the leading retirement-focused broker/dealers in the country with an extensive nationwide network of elite retirement plan advisors.
The acquisition of NRP positioned LPL Financial as the preeminent broker dealer for independent, retirement-focused advisors in the nation. By combining over 350 of these experienced advisors, along with a proprietary tool suite and investment analytics, LPL Financial advisors are able to provide an elite level of service to their institutional clients.
Objective Tools for Plan Investment Analysis
At Flautt Hare Davis, our extensive experience working with and advising plan sponsors, fiduciaries, and investment committees has taught us what the necessary requirements are for effective management of retirement plan investments. There must be a clear articulation of standards for evaluation, a consistently applied monitoring process, and sufficient depth of information and data to thoroughly assess the investment managers and strategies you and your plan participants rely on to work toward financial and retirement goals.
As an independent party, Flautt Hare Davis is able to objectively assess and evaluate the range of investment opportunities available from your provider. We compare those options against the broad universe of alternatives, using multiple objectives and a ranking system, to assist the plan sponsor with crafting and maintaining an investment process that involves rigorous protocols and standards.
Leveraging the institutional resources, research, tools, and delivery systems of our strategic partners frees us to concentrate on developing individualized strategies and high-touch relationships that produce measurable results. For you, it means the welcomed confidence of:
- 360° metrics on investment due diligence, plan compliance, and fee and service benchmarking
- Shared knowledge and applied analysis
- Non-alignment with any single plan provider for impartial, objective, balanced advisory consulting