The LPL Financial Retirement Partners Tool Suite consists of tools and resources that plan advisers can use to manage and drive growth in their businesses.
As part of this collection of tools, LPL Financial is releasing a Lineup Comparison Tool available as an additional module. The tool allows advisers to compare performance and expense information for up to five retirement plan lineup options in side-by-side format. The reports come in a presentation format, allowing both advisers and plan sponsors to identify the strengths and weaknesses of fund options.
The entire Tool Suite includes technology, functionality, training and support that plan advisers need to serve plan sponsors, from conducting plan provider and investment manager searches, to monitoring fiduciary responsibility.