Fiduciary support you and your clients can count on
Your clients get the assurance of investment fiduciary support as well as access to a comprehensive suite of resources to help ensure their plan stays on track.
Quarterly report preparation
LPL Financial's investment experts monitor and assess the Small Market Solution's fund line-up regularly. On a quarterly basis, they share a report on this review with both the plan advisor and plan sponsor. This report can help both you and your clients demonstrate due diligence.
LPL Financial also automatically makes any necessary changes to the plan's investment line-up each quarter, notifying you and your clients when the changes are made.
Comprehensive fee analysis and benchmarking
To demonstrate the value your clients receive with our services, Ascensus partners with Fiduciary Benchmarks, Inc. (FBi), an independent, third-party company who is a leader in plan benchmarking technologies.
After the plan’s one-year anniversary, your client can request a free FBi fee benchmarking report for a comparative analysis of: