Retirment Plan Consulting For Businesses And Organizations
Retirment plan consulting for businesses and organizations
In addition to the resources offered through LPL Financial’s Retirement Plan Consulting department, we are members of the Retirement Plan Advisory Group (RPAG), which allows us to provide our retirement plan clients with access to ERISA attorneys, legislative updates, pertinent literature and webinars for plan decision-makers, and participant education pieces. These institutional resources combined with Erika’s designations as a Chartered Retirement Plan Specialist (CRPS®) and Certified Financial Planner (CFP®) are the primary reasons organizations work with Point Sur Advisors to help design, manage, and run their retirement plans.
