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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 Independence Square Advisors, 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 Independence Square Advisors – an independent retirement plan and wealth management services firm powered by LPL Financial as their broker/dealer. 

Contact Us
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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Estimate how much of your Social Security benefit may be considered taxable.

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

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If you died, what would happen to your email archives, social profiles and online accounts?

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Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Coaches

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

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