In the News

John Ludwig joins the Retirement Advisor Council 

John Ludwig has joined the Retirement Advisor Council, a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers. 

“I am all about learning from others, so the opportunity to work alongside so many dedicated retirement industry professionals is very exciting to me,” said Mr. Ludwig. “I look forward to meeting with these knowledgeable specialists, learning from them, but also sharing what I’ve learned throughout my career.”

To learn more visit http://www.retirementadvisor.us/news/509-john-h-ludwig-chfc-crps-aif-joins-the-retirement-advisor-council 

LHD Retirement named a finalist in 2018 PLANSPONSOR Retirement Plan Sponsor of the Year

The LHD Retirement team was named a finalist in the Small Team category for PLANSPONSOR's Retirement Plan Sponsor of the Year. This year, to be eligible to be a finalist, advisers had to meet the following minimum criteria: having a majority of business revenue derived from employer-sponsored retirement plans, serving as a fiduciary, being committed to fee-based compensation and using outcome-based metrics of plan success with clients. Learn more about LHD Retirement's practice and team, click here for a Q&A. 

John Ludwig Named to 2017 Financial Times 401 Top Retirement Plan Advisers

John Ludwig has been named to the 2017 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans. This is the third annual FT 401 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on asset management. Financial advisers from across the U.S. applied for consideration, having met a set minimum of requirements. The applicants were then graded on seven criteria: DC assets under management (AUM); DC AUM growth rate; specialization in DC plans; years of experience; advanced industry credentials; compliance record and DC plan participation rate. There are no fees or other considerations required of advisers who apply for the FT 401.

LHD Retirement to team with Peckinpaugh Financial Group

LHD Retirement has partnered with Muncie-based Peckinpaugh Financial Group. Director of Marketing, Bill Peckinpaugh and Kate Kaster have joined LPL Financial to better align their business with LHD Retirement, and will lean on the resources of LHD for employer retirement plans and individual wealth management. Peckinpaugh Financial Group will continue to operate out its existing office location in Muncie, Ind. The addition of Bill and Kate will help LHD Retirement grow and expand its depth of services while also allowing it to continue its tradition of offering personalized guidance to clients.

“We are pleased to be working with Bill and Kate,” said John Ludwig, LPL Financial Advisor. “We have known each other for many years and have always shared a mutual commitment to offering personal service and trusted guidance, and putting our clients’ best interests first.”

Peckinpaugh Financial Group has been serving East Central Indiana since 1957, and brings with it a reputation of quality professional service, sound financial practices, and innovative programs that seek to provide financial security for its clients.

John Ludwig and Christopher Keen of LHD Retirement – LPL Financial, have been certified by CEFEX, the Centre for Fiduciary Excellence, to the standard described in the handbook “Prudent Practices for Investment Advisors”. Read More