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
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
View all articles 
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
View all calculators
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.