Company Retirement Plan with over 100 employees
Retirement Plan Administrative Support
Our office assists companies in administering their plans.
Please call 814.520.5511, text 440.276.3883 or email gilles.r.mulard@lpl.com
Plan Design Education and Selection Support
Our office will work on the optimum plan design features to help satisfy the various objectives and help optimize participation
Please call 814.520.5511, text 440.276.3883 or email gilles.r.mulard@lpl.com
Fiduciary Governance Assistance
Our office can take on the fiduciary responsibility of monitoring your plan’s investment lineup, and help negotiate with your recordkeeper for great service at competitive fees.
- Nondiscretionary 3(21) investment advisor
- Plan investment menu education
- Quarterly investment performance monitoring report
- Annual total plan cost analysis and benchmarking
- Aggregate Plan Sponsor retirement readiness report
- Analysis on the cost of delayed retirements
- Plan Sponsor Investment Committee meeting minutes
- Plan sponsor investment committee new-member fiduciary education
- Please call 814.520.5511, text 440.276.3883 or email gilles.r.mulard@lpl.com
Associate Financial Training and Wellness
Our office will customize and deliver employee education campaigns that fit both the needs of your employees and your corporate culture.
- • Online classes
- • In-person group meetings
- · Enrollment meetings
- · Retirement planning
- · Retirement income planning
- · Social Security & Medicare
- · Executive compensation plan
- · Budgeting & credit management
- · Risk management/insurance needs
- Our office will delivery an annual retirement education and training report.
- Please call 814.520.5511, text 440.276.3883 or email gilles.r.mulard@lpl.com