Broker Check

Finding the Right 401(k) Plan Provider

The 401(k) Plan Provider review process can be time-consuming, confusing, and frustrating. All too often, standard vendor-provided proposals do not include enough information to determine administrative, recordkeeping, compliance, and employee communication services and standards. Furthermore, total plan costs are usually impossible to determine from the face of the proposals. and LPL Financial are the Plan Sponsor's outsource partner in the plan provider review process. and LPL Financial employs the RFP Director Plan Provider Review Process, which enables Plan Sponsors to minimize the confusion and frustration of selecting a 401(k) provider, and dramatically reduces the amount of time plan sponsors must allocate to the evaluation of new plan providers.

401(k) Plan Providers

This represents a sampling of vendors we can utilize. The vendors listed above are not affiliated with or LPL Financial.