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Team Approach Our Power is Our Independence Do You have a Fiduciary Partner? Our Process

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. 

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Call Out Box One Call Out Box One

Fiduciary Guidance

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.

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Call Out Box Two

Financial Wellness

Everyone benefits when employees can retire on time. What would a financial wellness program customized to your group of people look like?

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Call Out Box Three

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.

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Helpful Content

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

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Around the country, attitudes about retirement are shifting.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

 

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

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Important items to consider when purchasing condo insurance.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Term vs. Permanent Life Insurance

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Enter various payment options and determine how long it may take to pay off a credit card.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Estimate your monthly and annual income from various IRA types.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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