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(443) 589-1700

(443) 589-1700

Contact Us      Location      Talk to Sales: 1-800-972-7227


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Our Approach: The Four Pillars of Our Service Model

Investment Advisory & Consulting Services

  • ERISA 3(21) or 3(38) Investment Fiduciary Services 

  • Investment Due Diligence & Performance Report ing 

  • Investment Policy Statement  Preparation Assistance 

  • Qualified Designated Investment Alternative (QDIA) Evaluation 

  • Overall Plan Investment Structure Assessment 

  • ERISA 404(c) Support 

  • Plan Design Assistance 

Compliance Assistance Services

  • Retirement Plan Committee Creation & Structure Support 

  • Coordination and Reconciliation of Participant Disclosures Under ERISA 404(a) 

  • Development and Maintenance of the Plan Fiduciary Audit File 

  • Retirement Plan Commit tee Online Fiduciary Vault 

  • Coordination of Retirement Plan Commit tee Meetings 

  • Retirement Plan Commit tee Meeting Minute Recordation and Maintenance 

  • Identification of Plan Fees Under ERISA 408(b)2 

  • Plan Benchmarking 

  • Fiduciary Training 

Administrative Support Services

  • Acts as Services Provider Liaison 

  • Annual 5500 filing and Audit Support 

  • Service Provider Contract Negotiation Support 

  • Plan Search Support, RFP and Vendor Evaluation 

  • Service Provider transit ion and Plan Conversion Services

Employee Engagement Services

  • Education Policy Creation Support 

  • Annual Employee Enrollment and Re-enrollment Meetings 

  • Employee One-on-One Meetings 

  • Financial Wellness and Worksite Benef its

  • Group Employee Education Meetings 

  • Employee Retirement Readiness Reviews 

Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advisory services offered through Global Retirement Partners, LLC dba Kelly Benefits Advisory, an SEC registered investment advisor and separate entity from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact 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.

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