LPL Financial launched The Rollover Results Program, to ensure that when employees leave a job and a 401(k) plan behind, those investors and their financial advisors have useful tools to plan for the best outcome.
The first piece of that is the Retirement Results Desk. It is a dedicated specialist group that educates plan participants, expedites rollovers and helps advisors who specialized in retirement plans grow and strengthen their businesses. The effort is part of a more comprehensive worksite system that the independent broker-dealer is developing.
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