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978.777.6554

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401k Advisory and Management Services

LPL Financial consists of a national team of qualified retirement plan and wealth management specialists, providing an integrated approach to retirement plan management that is comprehensive and distinct. This sophisticated service model is designed with a goal to deliver leading-edge plan designs with low-cost investments and superior management systems, enabling plan sponsors to achieve the highest fiduciary standards. In addition to fiduciary best practices, we provide services to assist plan sponsors with ERISA compliance, investment strategy and employee education for their retirement plans.

At the core of our 401k philosophy is the belief that lower investment expenses will likely result in better long-term investment returns -- and more retirement savings for plan participants. For this reason, we offer an independent, fee-based approach to investment selection and tend to prefer low-cost institutional funds and exchange traded funds (ETFs) versus higher-priced, commission-based mutual funds. We use a strict investment screening process that considers the entire universe of mutual funds and ETFs to determine which of the 27,000 plus choices can meet our high standards for performance, low-cost and fiduciary excellence. We generally find that less than 5% of that universe will meet our strict criteria!

Our 401k Advisory team includes an Accredited Investment Fiduciary providing contracted fiduciary services (as defined under ERISA Sect. 3(21)(a)(ii)) to our clients, relieving them of some of the burden of complying with ERISA and IRS regulations. Our own internal investment committee, headed by a Chartered Financial Analyst, carefully studies investment options, portfolio strategies and market trends to deliver quality advice to our plan sponsors and their participants. We also offer the option of a Fiduciary Investment Advisor to help plan participants at no additional cost.

 

Our goal is to help you build a better 401k plan by establishing fiduciary best practices through ongoing fiduciary analytics and assessments, research-based investment advisory services, periodic investment monitoring, fee transparency and employee education. "It's a whole new way to look at 401k!"


Contact

Ipswich Bay Advisors

Office: 978.777.6554

Fax: 978.777.6560

150A Andover Street

Suite 2

Danvers, MA 01923

Series 6, 7, 24, 26, 63, 66

rcella@ipswichfinancial.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and investment advice offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Ipswich Bay Advisors and LPL Financial are separate entities.  

Ed Slott is not affiliated with LPL Financial and Ipswich Bay Advisors.

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