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LPL launches program to ease retirement plan rollovers

The new initiative, The Rollover Results Program, is designed to benefit its representatives who advise retirement plans as well as plan sponsors, while providing objective education to plan participants.

By James J. Green | Updated on May 16, 2012

LPL Financial announced Tuesday a new initiative called The Rollover Results Program that is designed to benefit its representatives who advise retirement plans as well as plan sponsors, while providing objective education to plan participants.

According to David Reich, LPL’s executive vice president for retirement platform development, the first offering in the program includes the Retirement Results Desk, which in addition to providing education for plan participants as they separate from their employers, provides an added service for those employees by LPL-affiliated retirement plan advisors. “It’s a value add for the employers,” Reich said, is “great for [retirement plan] advisors when they’re going up with prospective plan providers, and will help participants reach their retirement goals.” 

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