We Are Experienced in All Aspects
of Retirement Plan Design and Management
- Our experienced team can help you create a fully customized plan to attract and retain talented people and enable your employees to build a foundation for pursuing financial independence.
- We developed our service model around our strengths which include our ability to serve as a 3(21) investment fiduciary for your plan.
- Our team brings expertise across all aspects of company retirement plan design and management and includes advisors with the following industry designations and certifications:
- Accredited Investment Fiduciary® (AIF®)
- Chartered Retirement Planning CounselorSM (CRPC®)
The services we offer include, but are not limited to:
- Plan design assistance
- 401(k), 403(b), and 457 plan consulting
- Safe harbor plan assistance
- Profit-sharing plan consulting
- Pension plan consulting (public and private)
- Investment monitoring
- Investment policy statement development
- Fee analysis
- Vendor searches
- Plan benchmarking
- Employee education
- Due-diligence reporting
- Corporate governance
- Investment committee education
About LPL Retirement Partners
Berkshire Investment Group is a member of the LPL Financial Retirement Plan Consulting Program (RPCP). RPCP 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 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 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 corporate RIA. LPL partners with advisors to provide specialized support, tools, and services. Advisors affiliated with LPL possess a unique competitive advantage distinguished by the opportunity to collectively share insights with other leading retirement plan professionals as members of the RPCP.
Flexible Fiduciary Solution
As the first in the marketplace to offer RPCP, the flexible and powerful fiduciary solution, LPL 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 Retirement Partners, advisors have access to a broker/dealer and registered investment advisor that specializes in retirement plans and wealth management, and that understands the changing financial and regulatory environment, as well as the needs of advisors and their clients. LPL advisors are also supported by one of the most experienced research teams among independent brokerage firms: LPL Financial Research.
Contact Us for a more in-depth review of our service offering.
*As reported in Financial Planning magazine 1996-2015, based on total revenues.
