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
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.
Learn More
Financial Wellness
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 MoreHelpful Content
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
View all articles 
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
View all calculators
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.