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.