Plan Sponsor Consultants, a division of HUB International, is a nationally recognized, award-winning retirement plan consulting firm1 focusing on the employer-sponsored retirement plan space.
Mission:
Our mission at Plan Sponsor Consultants is to create an exceptional retirement plan experience for employers and their employees. We help plan sponsors deliver the highest quality program by providing services that save time, help manage exposure to fiduciary liability, and address both IRS and DOL requirements. Through our financial wellness benefit, we assist participants in improving their financial literacy and retirement outcomes.
Employee Retirement Plans
At Plan Sponsor Consultants, our advisors have more than 100 years of combined experience in assisting with the design of qualified, non-qualified retirement and employee benefit programs.
As a retirement plan consulting team, Plan Sponsor Consultants goes beyond Investment Fiduciary advice. We sit on the same side of the table with your plan committee to help you design and implement a customized plan, while seeking to minimize the burden on your benefit personnel. We work with you to create a plan that’s attractive to your employee demographic within the framework of your organization. Through targeted communication and education, we will assist you in reaching your employees where they are in their journey with creative programs and tools to engage diverse populations of employees. Our comprehensive services include fiduciary support in helping to bring your plan in line with the highest fiduciary standards.
The onboarding of a new retirement plan client includes a full fiduciary analysis of the 21 prudent fiduciary practices that comprise a global standard of fiduciary excellence and are based upon a growing volume of case law, legislation, and regulatory bulletins. This analysis identifies non-conformities and opportunities for improvement, which we then assist the Plan Sponsor in remediating. We take fiduciary responsibility for the plan investments under a servicing agreement, as either an ERISA 3(21) or 3(38) Fiduciary.
Plan Sponsor Consultants draws on extensive experience and industry knowledge to analyze and optimize your plan. All of our advisors are either Accredited Investment Fiduciaries (AIF®) or Accredited Investment Fiduciary Analysts™ (AIFA®) through the Center for Fiduciary Studies. Our team has multiple advisors who are certified by CEFEX (Centre for Fiduciary Excellence) to conduct fiduciary assessments.
Disclosures:
Securities offered through LPL Financial, member, a Registered Investment Advisor, FINRA & SIPC. Insurance services offered through HUB International. Plan Sponsor Consultants, a division of HUB International, and HUB International are not affiliated with LPL Financial. Plan Sponsor Consultants is the approved name under which LPL Financial business is conducted.
The LPL Financial representatives associated with this office may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
1 Visit www.plansponsorconsultants.com/awards for a complete list of individual and team awards.
