Fiduciary Plan PartnersTM was founded to assist plan sponsors in navigating the complex and convoluted world that is the retirement plan landscape. With a seemingly endless array of vendors to choose from for record-keeping services, investment options, plan design and ongoing participant education, Fiduciary Plan PartnersTM assists investment committees and plan sponsors in evaluating these options by comparing cost to relative benefit received.
As defined contribution plans mature and become larger through market growth, employee and employer deferrals and or acquisition, it is important to ensure that administrative fees, investment management and advisor compensation that compose a retirement plans total cost maintain a competitive structure. By being affiliated with a large independent Broker Dealer like LPL, the advisors at Fiduciary Plan PartnersTM are able to offer comprehensive support backed by a large organization but at a competitive cost structure with no proprietary investment or platform requirements.
Since graduating from John Carroll University in 2000 with a B.A. in Economics, Christian has solely worked as an independent financial advisor and has been affiliated with LPL Financial since 2004. LPL Financial is the single largest independent broker dealer in the country (As reported by Financial Planning magazine June 1996-2018 based on total revenue) and now supports over 16,109 independent financial representatives throughout the country. The Retirement Plan Consulting Program supports the small group of advisors within LPL that have made the defined contribution marketplace a focal part of their practices. Christian is able to provide 3(21) (non-discretionary) and 3(38) (discretionary) investment advisory services to his corporate 401(K) plan clients. Along with supporting plan sponsors with the implementation and ongoing supervision of their retirement plans, Christian actively engages with plan participants in discussing asset allocation and future retirement plan goals.
As President of Fiduciary Plan PartnersTM, Christian works closely with privately held businesses in various regions of the country to help with design features and maintenance support of defined contribution 401(K) retirement plans. LPL’s Registered Investment Advisory compliance review department also insures that investment recommendations made to plan sponsors by Fiduciary Plan PartnersTM are continuously reviewed by multiple sources. Christian also meets with plan participants to talk about the importance of saving for retirement, plan investment choices, personal financial planning and general financial wellness.
William graduated with a B.S. from Allegheny College in Meadville, PA where he studied Chemistry and Economics. He earned a M.B.A. with concentration in Finance and Management Policy from Case Western Reserve in Cleveland, OH. William brings over 10-yrs experience in international business management. He started at LPL Financial in 2018 and was licensed as a Broker and Financial Advisor in 2019. He assists clients of Fiduciary Plan PartnersTM exclusively in an administrative capacity for 401(K) and 403(b) programs.
Mark has over 17 years of industry experience as an independent financial advisor and joined LPL in 2013. He graduated from the University of Akron with a Bachelor of Science in Personal Finance and has also earned the prestigious designation of Certified Financial Planner™ professional. Mark provides support to Fiduciary Plan PartnersTM in the new plan implementation, transfer process and support of our 401(K) corporate retirement plan clients.
Post plan installation, Mark works with our participants on financial wellness and their overall planning process. By actively engaging with our plan participants, very often we experience higher participation rates as we work retirement savings into a budget. This can potentially benefit the higher compensated / key individuals in the plan by allowing them to contribute larger amounts without receiving portions of their deferrals back at the end of the year due to failed discrimination testing. It also grows the plan at a quicker pace allowing us to request recordkeeping discounts and lower overall fees to the plan.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IL, IN, IA, NV, NY, OH, NC, PA, VA
Copyright © 2021 Fiduciary Plan PartnersTM, All Rights Reserved.
Designed & Developed: AltaStreet
