Managing the Process, Promoting Plan Success
We are The Plan Advocate at The Philadelphia Group, an independent consulting practice advising retirement plan sponsors as investment fiduciaries.
We understand the main concerns that plague plan sponsors: fiduciary responsibilities, how their plan impacts their employees, and how to adequately prepare their employees for retirement. Plan sponsors seek to work with advisors who have specialized knowledge and experience with corporate retirement plans.
The Plan Advocate is a team of such specialized advisors within The Philadelphia Group – an independent retirement plan and wealth management services firm powered by LPL Financial as their broker/dealer.Contact Us
The ability to act as an ERISA 3(21) and 3(38) fiduciaries is an advantage in our industry and a responsibility we take very seriously.Learn More
Everyone benefits when employees can retire on time. What would a financial wellness program customized to your group of people look like?Learn More
Plan Design Assistance
We show you how best practices such as ease of eligibility, automatic enrollment, re-enrollments, and automatic contribution escalation might impact your company’s plan.Learn More
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Bonds may outperform stocks one year only to have stocks rebound the next.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
At what point can you call a personal vehicle commercial?
Purchasing homeowners insurance is critical for protecting your home.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
However exciting retiring abroad may sound, it deserves considerable planning.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What are your options for investing in emerging markets?
How will you weather the ups and downs of the business cycle?
There’s an alarming difference between perception and reality for current and future retirees.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.