Overview

Retirement and Benefit Partners offers a range of retirement-plan and wealth management advisory services including:

Retirement Plan

• 401(k) employee deferral plans
• Defined benefit plans
• ERISA 403(b) plans
• Non-qualified deferred compensation plans
• Investment co-fiduciary engagement
• Financial Wellness programs

Wealth Management

• Comprehensive financial planning
• Investment management
• Personal Financial Management (PFM) technology

Through our alliances with LPL Financial* and Global Retirement Partners, Retirement and Benefit Partners offers all the services of a large investment firm but also the high-touch, client-focused advisory services of a boutique firm.

*LPL is the nation's largest independent broker/ dealer, as reported by Financial Planning magazine, June 1996-2017, based on total revenue.

LPL Financial and Global Retirement Partners are separate entities.