Ed Lynch Email & Phone Number

Greater Boston Area

Fiduciary Plan Governance, LLC is an experienced resource comprised of former regulators (both Department of Labor/EBSA & Internal Revenue Service), legal & benefits experts, former plan sponsor fiduciaries, investment and retirement plan experts who are actively engaged in advising, training and supporting broker/dealers, registered representatives, registered investment advisors, trustees, plan sponsors and other fiduciaries in effectively meeting their responsibilities. We seek to… Show more Fiduciary Plan Governance, LLC is an experienced resource comprised of former regulators (both Department of Labor/EBSA & Internal Revenue Service), legal & benefits experts, former plan sponsor fiduciaries, investment and retirement plan experts who are actively engaged in advising, training and supporting broker/dealers, registered representatives, registered investment advisors, trustees, plan sponsors and other fiduciaries in effectively meeting their responsibilities. We seek to deliver unbiased guidance and complete fee disclosure to help manage funding obligations, establish appropriate investment goals, design investment strategies, control costs and improve performance.Detailed analysis helps enable the financial specialists at 401(k) Advisors Group to develop an Investment Policy Statement - properly implemented, with careful monitoring - to help define a clear, prudent investment process. Our clients can rely on our experience and guidance to create a successful retirement plan experience for both you and your employees.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

Newburyport, Ma

Work closely with plan sponsor fiduciaries to help them operate and manage their plans successfully and reduce potential liability.