What is the Retirement Partners Group?
The premier group for LPL Financial retirement plan advisory professionals. A membership organization within LPL Financial accepting only experienced, highly qualified retirement plan advisors. Rigorous qualifications mean only select LPL Financial advisors may gain membership to this exclusive group.
How does an LPL Financial retirement plan advisor gain entry into the Retirement Partners Group?
- Members are recognized leaders in the retirement plan industry
- Members must hold and maintain industry-approved professional designations and references
- Members must agree to uphold a high standard of professional care
Why should a plan sponsor work with a member of the Retirement Partners Group?
As a plan sponsor, you are expected to comply with the laws and regulations governing your plan. Part of your duty as a fiduciary is to prudently choose your service providers. By engaging a Retirement Partners Group member, you can have confidence that your plan advisor is experienced, educated and qualified. He or she has access to some of the most experienced minds and resources in the retirement industry today, enabling him or her to provide your plan with premium service. Members are among the top-tier of retirement professionals who have made a personal and professional commitment to you and your plan. You can confidently look to them for guidance and advice.
The Retirement Partners Group brings peer-to-peer networking opportunities, educational programs and national-level recognition to plan advisor members. We are proud of the work they do, and hope that you will soon benefit from your partnership with one of our members.