- Financial Services
Ms. Scherzer and Ms. Baker own an independent consulting practice focused solely on the needs of retirement plan sponsors and their participants. The firm’s back office partner, LPL Financial, is one of the leading financial services companies and the largest independent broker/dealer in the nation.
Through LPL’s innovative Retirement Plan Consulting Program, Renee and Kari leverage the institutional resources, research, tools and delivery systems of LPL, which frees the team to concentrate on developing individualized strategies and high-touch relationships that produce measurable results. Through LPL Financial, Renee and Kari can act as co-fiduciaries to your plan for investment selection, relieving your plan committee of many of these mounting pressures.
Three Key Benefits to Plan Sponsors
Empowered by unbiased, truly independent fiduciary advice, your retirement plan committee will receive:
•Keen insights and best practices to help navigate a maze of complicated regulatory issues and disclosure requirements
•Purpose-built tools, to provide recommendations and monitoring of investments and investment performance, that take into full consideration the methodology and documentation that ERISA requires
•Access to comprehensive financial education and enrollment programs designed to improve retirement readiness for your employees