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.
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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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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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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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How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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College Savings
See how much you may need to save now to cover future college costs for your child.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.