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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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Personal Finance Tips for Military Families

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Estimate how much income may be needed at retirement to maintain your standard of living.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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Have you explored all your options when it comes to managing your taxable income?

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

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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