Our proprietary Retirement Plan Analytics Diagnostics System™ is an end-to-end process, providing confidence and comfort that an employer’s plan is serving the needs of employees and the company. Retirement Plan Analytics consults with and serves for-profit and not-for-profit companies of all sizes and we believe there are 5 key areas to optimize on a retirement plan. We focus on these areas both initially and ongoing.
The Diagnostic Profile and Benchmark provides a substantive and procedurally prudent process to assess your plan in five key areas focusing on the overall integration with your corporate and plan objectives. The process will help you gain knowledge on your strengths, opportunities, and obstacles as you pursue your goals for the retirement plan.
10715 Sikes Place, Suite #100
Charlotte, NC 28277
980-999-2118
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC. Other advisory services offered through Retirement Plan Analytics, a separate entity.
Retirement Plan Analytics employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Retirement Plan Analytics; or (2) solely investment adviser representatives of Retirement Plan Analytics. Although all personnel operate their businesses under the name Retirement Plan Analytics, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
