LPL Adds Financial Wellness Content to Platform

LPL Financial LLC is expanding its Worksite Financial Solutions platform to include workshops and webcasts developed and delivered by Financial Finesse’s team of financial planners.

The new Financial Finesse workshops and webcasts are highly interactive and focus on engaging participants through case studies, competitions and real-time calculations that show how financial decisions made today may impact an employee’s financial health over time. Topics are delivered in the program’s Money Madness format, in which groups of workshop and webcast participants compete by correctly answering important financial questions in an effort to achieve the winning score. 

LPL Retirement Partners’ Worksite Financial Solutions platform is designed to provide employers with a guidance-based, beginning-to-end retirement solution intended to help employees create confidence in their financial future. The program offers a full suite of services, including Financial Finesse’s online financial wellness assessments; assistance with enrollment and deferrals; help with career transitions; and in-plan participant advice. The program is designed to improve an employee’s financial outlook by helping them to save, consolidate retirement plan assets and appropriately invest their savings.

“Every employer has distinct needs when it comes to financial education and financial planning,” says Dave Reich, executive vice president and head of Retirement Partners at LPL Financial. “There is no one-size-fits-all approach, and the more options we can bring to the table, the more we can customize programs that directly address their needs. We believe Financial Finesse’s workshops and webcasts can be an important resource for advisers and plan sponsors.”

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