Backed by one of the nation’s largest networks of retirement plan-focused advisors,* we conduct competitive proprietary research and analysis on an expanding universe of portfolio managers and investment products.
Our strategy includes complete objectivity in providing support to assist with selecting investments and plan providers, engaging in the retirement Plan Consulting Program (RPCP) which manages sponsor risk exposure under ERISA 3(21) co-fiduciary rules, as well as IRS and DOL regulations.
Additionally, we provide proactive compliance and legal assistance and offer our expertise with non-qualified plans, plan distribution options and income generation for retired participants.
*Retirement Partners Group (RPG) is a network associated with LPL Financial. RPG advisors are among the 401(k) plan distribution leaders in terms of number of retirement plan advisors, plans, participants and assets under advisement.
Legal services are not offered by Capital Plan Advisors, LPL Financial or affiliated advisors.
Plan Sponsor Solutions
Plan analysis, design assistance, communication and implementation of legislative and marketplace changes, vendor analysis and fee benchmarking, as well as, assistance with executive compensation plan design and implementation assistance.
Participant Solutions
We’ll help you with employee education and communication, in the creation of plan policy for employees, and with retirement education and enrollment. We’ll also help participants stay the course, stick to their plans and eventually, convert retirement savings into income at retirement
