THE PLAN ADVOCATE

The Plan Advocate is a team of such specialized advisors within Independence Square Advisors - an independent retirement plan and wealth management services firm powered by LPL Financial as their broker/dealer... We are The Plan Advocate at Independence Square Advisors, an independent consulting practice advising retirement plan sponsors as investment fiduciaries. We understand the main concerns that plague plan sponsors: fiduciary responsibilities, how their plan impacts their employees, and how to adequately prepare their employees for retirement. Plan sponsors seek to work with advisors who have specialized knowledge and experience with corporate retirement plans... The Plan Advocate at Independence Square Advisors approaches your corporate retirement plan in a similar manner. We strive to minimize a plan sponsor's efforts in running a successful retirement program by helping ensure all the gears are running smoothly, including fiduciary liabilities, financial wellness programs,..

Primary location: King Of Prussia United States