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Committed to You 401(k) Fiduciary Expertise LPL Retirement Partners

Welcome

We are an independent 401(k) consulting and fiduciary processes firm and part of LPL Financial Retirement Partners. It is our goal to optimize your 401(k) retirement plan performance, with respect to value of plan assets, and participant retirement readiness.  We support the investment committee by assisting with plan design strategies, innovative employee education and implementing sound fiduciary monitoring processes.

Christopher J. Clark is an Accredited Investment Fiduciary® (AIF®) Designee, Investment Advisor Representative and Registered Representative of LPL Financial.

Christopher Clark is affiliated with LPL Financial. LPL was established in 1989 and is the nation’s largest independent broker/dealer, as reported by Financial Planning magazine, June 1996-2017, based on total revenue.  Our independent perspective has been utilized by many companies nationwide, who oversee retirement plan assets.  The economies derived from our scale and national presence enable us to provide outstanding resources to assist with evaluating, designing, and negotiating dynamic retirement programs for plan sponsors.

"The most satisfying part of my work is meeting with employees individually and helping them plan for retirement."

"By implementing and monitoring a sound fiduciary process, we help our clients and their investment committees pursue success."

401(k) Fiduciary Expertise

We provide independent and reliable 401(k) retirement plan consulting services in areas such as:

  • Independent 401(k) Investment Consulting
  • Review and Help Establish Fiduciary Processes and Best Practices
  • Innovative Employee Education
  • Retirement Readiness
  • Plan Optimization Strategies
  • Financial Wellness
  • Investment Selection Assistance and Monitoring
  • Benchmarking
  • Fee Analysis
  • Investment Policy Statement Support

Committed to You

Let us show you our unique approach

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401(k) Fiduciary Expertise

Fiduciary Process = Best Practices = Plan Optimization = Retirement Readiness

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LPL Retirement Partners

LPL Retirement Advisors Lead the Way

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We're Here to Help

Our team would welcome the opportunity to provide some insights on your companies’ 401(k) retirement plan. Whether you want to implement a new plan or enhance participant retirement readiness or review your fiduciary processes including the current plans’ investments, we’re here to help.

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