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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

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

 

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

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

Principles of Preserving Wealth

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

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

An Inside Look at Retirement Living

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

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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