Resources For Plan Participants

Being professionals in assisting with the design and maintenance corporate retirement accounts has given our team a good grasp of the financial needs of those, such as yourself, who participate in these plans. It has spurred us to offer a variety of services with an emphasis on personalized retirement planning advice. We aim to help you understand not simply the basics of your plans, but the myriad of investment options available.

Our educational efforts include:

  • Pre-enrollment memos, posters and announcements
  • Onsite meetings conducted exclusively by securities-licensed professionals
  • Onsite individual and group enrollment meetings
  • Onsite group investment education meetings
  • Multilingual meetings, representatives and enrollment materials
  • Videoconferencing meetings for remote locations
  • Access to online investment and financial planning resources
  • Available customer service representatives and email contacts for participants

In addition, we provide a full range of financial services to help you with more than just planning for your retirement – from funding your child's college education to preserving your estate.

We offer objective, customized advice and strategies – not generic, one-size-fits-all counseling. We take the time to know you as an individual, leveraging our insight and resources to help you identify and plan for your long-term goals.

If you are a current plan participant, we invite you to learn more about our team, explore the services we offer, and add to your investing knowledge by accessing the resources in our knowledge center.

Account Access Links

For your convenience, we have provided links to common plan providers below. Please click on the link for your company to access your account.





The company retirement plans listed on this page do not sponsor or endorse the LPL Financial Advisors on this site.
LPL Financial is not affiliated with the above organizations and/or charitable causes.