Retirement Benefits Group on Monday announced that three retirement specialists from Morgan Stanley Smith Barney’s The Fraser Group have joined the San Diego-based retirement-focused branch of LPL Financial.
Joining RBG are George Fraser, who headed The Fraser Group, along with advisors Frederic Amberg and Troy Haugen. Company officials called Fraser, who consulted on $300 million in retirement plan assets held in 35 retirement plans at his old firm, is considered one of the top retirement plan specialists in the country, having developed a client service and retirement education approach that the Arizona Republic lauded as "a model for 401(k) change."
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