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
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
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 More
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Read this overview to learn how financial advisors are compensated.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Learn a little about worldwide currency in this fun infographic
What can be learned from the savings rate?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Do you know how to set up your financial goals for success? This knight does.
Here’s a quick guide to checking to see if you have unclaimed money.
How will you weather the ups and downs of the business cycle?
The decision whether to buy or rent a home may have long-term implications.
Learn about what risk tolerance really means in this helpful and insightful video.