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About the Retirement Plan Consulting Program

About LPL Financial Retirement Partners

LPL Financial Retirement Partners is the retirement plan-focused division of LPL Financial LLC (“LPL Financial”), the nation’s largest independent broker/dealer.* Through its integrated business platform and team of retirement industry experts, LPL Financial Retirement Partners supports the operational and practice management needs of retirement plan advisors who offer consulting and related retirement plan services to plan sponsors and their employees.

Through LPL Financial Retirement Partners, retirement-focused advisors have access to a consulting platform that allows qualified retirement plan advisors to act in a co-fiduciary capacity to plan sponsor clients using the LPL Financial corporate RIA. LPL Financial partners with advisors to provide specialized support, tools and services. Advisors affiliated with LPL Financial possess a unique competitive advantage distinguished by the opportunity to collectively share insights with other leading retirement plan professionals as members of the Retirement Plan Consulting Program (RPCP)

Flexible fiduciary solution

As the first in the marketplace to offer RPCP, the flexible and powerful fiduciary solution, LPL Financial Retirement Partners knows that expertise and experience drives results. As 3(21) ERISA fiduciaries, advisors are equipped with a multitude of best practices to provide to defined contribution plans to help navigate the maze of complicated and challenging regulatory issues.

Through LPL Financial Retirement Partners, advisors have access to a broker/dealer and registered investment advisor that specialize in retirement plans and wealth management and understands the changing financial and regulatory environment as well as the needs of advisors and their clients. LPL Financial advisors are also supported by one of the most experienced research teams among independent brokerage firms: LPL Financial Research.

*As reported by Financial Planning magazine, June 1996-2013, based on total revenue.