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Products February 14, 2012
LPL Financial Launches New Adviser Tools
LPL
Financial Retirement Partners launched two new tools as part of its Retirement
Partners tool suite for advisers.
Reported by Corie Russell
The Plan Health Check tool allows retirement plan advisers to track and report on a plan’s value and success attributes such as plan participation, deferral rates and average account balance. The Fee Comparison & Analysis Evaluation tool compares plan fees and design against an appropriate peer group, producing an easy-to-read report for plan sponsors.
LPL Financial partnered with Fiduciary Benchmarks Inc. to provide peer-level data for comparison purposes in both offerings.