Utilizing the Financial Wellness Partner Program that combines the scale and technology of LPL Financial with the employee advisory services of Stratos Wealth Partners, we offer a robust retirement plan servicing model.
We will partner with your team to identify the best product partners and plan design to meet the goals of the organization. We will help put the processes in place to maximize efficiency in administration and compliance checks and balances.
The ultimate goal is to put the employees on a path to Financial Wellness. We will achieve this through a custom designed education program that will focus on the most pressing employee needs.
Health Wellness and Financial Wellness are both newer programs that employees are valuing more and more. These programs should be customized for your company and matching them to your demographics is key to their success
Offering Student Loan programs can be key to attracting young talent to your company. This is fastest growing benefit in the country.
Employees that double as parents are also trying to figure out how to help their children avoid the student loan trap. Having an employer based college savings program can offer those employees a solution
Ancillary benefits to health insurance such as life, disability, dental, or vision can play a key part in employees financial plan. However employees have a very difficult time receiving unbiased advice on whether their resources are best allocated to these benefits. A true financial wellness program incorporates the retirement plan with all of the employer benefits to make sure employees are on the right track.
These complicated financial accounts have many advantages. Educating your employees on how to use them properly can save the employees and employers money.
Executives have complex financial needs. To attract and retain top level executives, companies need to focus on setting up another tier of benefits.
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Other advisory services offered through Stratos Wealth Partners, Ltd., a registered advisor. Stratos Wealth Partners, Smooth 401k, and Financial Wellness Partners are separate entities from LPL Financial.
This material does not constitute a specific recommendation or advice regarding engaging third-party service providers and should not be used as the sole factor in selecting providers for your plan. The final selection of third-party service providers is the responsibility of the plan sponsor.
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