LPL Financial said that Ingham Retirement Group will now offer the LPL Financial Worksite Financial Solutions employee advice platform.
Worksite Financial Solutions is an online service that gathers information on each employee participant’s financial picture and life stage.
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After completing a detailed "on-boarding" process, participants can elect to receive personalized advice through the system or manage their accounts on their own. Plan participants can elect to receive advice all the way through retirement as well.
By adopting the Worksite Financial Solutions platform, Ingham Retirement Group will help retirement plan sponsors and advisors better address the needs of plan participants throughout their financial lives, from the date of hire to separation and beyond.
The new partnership will also create significant opportunities for LPL Financial advisors to provide these innovative services to more than 190 plans representing approximately $1.1 billion of retirement assets that are currently served by Ingham Retirement Group.
Ken Ingham, president and CEO of Ingham Retirement Group said, "We are very pleased to partner with LPL Financial, resulting in custom-tailored participant-level advice solutions to plan sponsor clients and participants. By working together to offer this next generation of personalized financial guidance to plan participants, we are putting the financial future of the American worker ahead of proprietary but fragmented solutions."
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By GlobalDataBill Chetney, president of LPL Retirement Partners, said, "The Worksite Financial Solutions platform represents LPL Retirement Partners’ vision for the future of the retirement advisory industry, and enables plan participants to receive the personalized advice they need in order to prepare for the landscape ahead with confidence. We are honored that Ingham Retirement Group recognizes the importance of this vision, and we look forward to working with them and all of our retirement-plan focused advisors to move the industry forward."
