In the News
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
On Thursday, August 18th, we hosted the LHD Summer Sizzle Barbecue at our offices in Indianapolis as a way of saying ‘Thank You’ to our clients. Although we anticipated a little bit of rain, we ended up with beautiful blue skies for the event. We had a great time eating delicious barbecue and washing it down with some adult beverages. There were games and door prizes to boot. Thank you to all of our clients who came out and allowed us to pamper them and show our appreciation!
LHD Retirement's Jess DeGabriele has been nominated as a NAPA Young Gun. This nomination honors Top Plan Advisors under age 40. You can vote for Jess by visiting: top50under40.org/.
John Ludwig was quoted in this PLANADVISER Magazine article on how to encourage plan sponsors to make changes to the design of their plans: planadvisor: Boosting Results/.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.