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
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
A few strategies that may help you prepare for the cost of higher education.
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
The earlier you start pursuing financial goals, the better your outcome may be.
What role would taxes play in your investment decisions?
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are thousands of ETFs available. Should you invest in them?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Taking your Social Security benefits at the right time may help maximize your benefit.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.