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
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Military families face unique challenges, making personal finance even more critical.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Learn more about women taking control of their finances with this infographic.
Don’t overlook the need for renter’s insurance if you rent your home.
The uncertainties we face in retirement can erode our sense of confidence.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Here are five facts about Social Security that might surprise you.
A bucket plan can help you be better prepared for a comfortable retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Have you explored all your options when it comes to managing your taxable income?
There are hundreds of ETFs available. Should you invest in them?
How will you weather the ups and downs of the business cycle?