Retirement Plan Services
LHD Retirement is one of the few independent consulting firms in Indiana that focuses largely on retirement plans.
With this focus, we are able to deliver the expertise and service your organization and plan participants deserve. Our industry professionals are vastly experienced in serving for-profit, not-for-profit, and governmental retirement plans across a broad range of plan types, including:
- Defined benefit
- Nonqualified plans
Are you looking to create a better, more responsive retirement plan for your employees? We dig deeply into the issues you currently face as a plan sponsor, and drive discussions around preparing for the future. Our work is outcome-oriented, and our team can identify viable steps you can take to improve any aspect of your plan—from employee participation to cost-effective plan design.
Rather than focus simply on the investments in the plan, as many advisors do, we focus on holistic program strategies to assist you in identifying and managing plan outcomes and objectives.
LHD Retirement and LPL Retirement Partners Group
LHD Retirement is a member of the LPL Financial Retirement Partners Group (RPG), a premier network of LPL Financial retirement plan advisors. Only select advisors qualify for membership in this elite group based on specific criteria, including plan assets advised and retirement industry experience, designations, and references.
Through its integrated business platform and team of retirement industry experts, Retirement Partners Group supports the operational and practice management needs of retirement plan advisors who offer consulting and related retirement plan services to plan sponsors and their employees. Plan sponsors can be assured that when they work with a member of Retirement Partners Group, their plan and its participants are receiving high quality services from one of the industry's esteemed advisors.
As members of the Retirement Partners Group, we have access to a broker/dealer and registered investment advisor that specializes in retirement plans and wealth management, and that understands the changing financial and regulatory environment. We are also supported by one of the most experienced research teams among independent brokerage firms: LPL Financial Research.