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.