At Achieve Retirement, we believe that everyone should have the opportunity to retire. We focus on helping plan sponsors understand, plan expenses, and employee education and awareness in order to empower retirement plan participants to strive towards better managing and maximizing the success of their company-sponsored 401(k)/403(b) plans. Our service model is designed to assist the trustee with an easy-to-use fiduciary compliance program to help them manage the plan’s long-term financial goals. Our specialties include: 3(21) fiduciary responsibility; 404(c) compliance assistance; 401(k) and 403(b) plan design education; employee education and advice; participant retirement readiness; enrollment support; investment analysis; committee meeting leadership; and investment policy statement preparations and review assistance. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC please refer to the contact information section above. Investment advice offered through Global Retirement Partners (GRP), a registered investment advisor. GRP, Achieve Retirement and LPL are separate non-affiliated entities.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. For a list of states in which I am registered to do business, please visit www.achieveretirement.com