Strategic Partners


Retirement Partners Group

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Retirement Partners Group is a network of advisors associated with LPL Financial who focus primarily on advising retirement plans for small to large companies. Retirement Partners Group advisors are enabled to engage with these companies through an entire spectrum of offerings, including brokerage and ERISA non-discretionary and discretionary investment services. Retirement Partners Group advisors are among the 401(k) plan distribution leaders in terms of number of retirement plan advisors, plans, participants and assets under advisement. LPL Financial provides advisors with access to a robust set of integrated tools that allows them to efficiently prospect, engage, monitor and service retirement plans and, where appropriate, address investment fiduciary requirements.

LPL Financial

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LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.  For more information about LPL Financial, visit www.lpl.com.

Dietz and Lynch Capital is a separate, non-affiliated entity from LPL Financial.

Fiduciary Plan Goverance, LLC

 

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Fiduciary Plan Governance, LLC (FPG) works closely with plan sponsors in helping them operate and manage their retirement plans successfully and reduce potential liability.

Dietz and Lynch Capital and LPL Financial are not affiliated with Fiduciary Plan Governance, LLC.