P.L.A.N. is an industry leader in offering an Eligible Investment Advice Arrangement (EIAA) – without it, your company is at risk.

Our approach is Simple and Effective

Our approach is to partner with Plan Sponsors and their existing retirement plan, including 401(k), 403(b), and deferred compensation plans, to develop an employee benefits program that will provide the highest Red steps leading up a grassy hill with the sun in the background quality of financial counseling to employees and help them maximize their retirement benefit plans. P.L.A.N. advisers are pre-qualified to meet the standards that are required to be a Fiduciary Adviser under the Pension Protection Act of 2006.

  • We work with you to understand your current retirement plans and where necessary, recommend upgrades
  • We deliver advice solutions for all of your employees
  • We help Plan Sponsors manage fiduciary liability
  • Create ongoing, successful retirement plan experiences for employers and their employees
  • Helping to deliver the financial advice employees want and the fiduciary protection that plan sponsors need
  • We are an independent full service solution for plan sponsors and participants that addresses the challenges employees face when saving for retirement

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The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, IA, IL, KY, MA, MD, ME, NC, NH, NJ, NY, PA, RI, TN, WA

Securities offered through LPL Financial, Member FINRA/SIPC