Several members of May, Bonee & Clark Financial Services have qualified to offer LPL Financial’s Retirement Plan Consulting Program which provides us with additional tools and support to assist our retirement plan clients with investment selection and monitoring, education for both plan sponsors and participants, vendor analysis and fiduciary guidance.
Regardless of your tax status (C-Corp, S-Corp, LLC, PC, Partnership, Sole Proprietor, etc.), employee demographics, whether you have an existing plan or looking to initiate a new one, May, Bonee & Clark Financial Services can help. We provide and/or support the following services:
- Fiduciary Compliance
- Risk Management Strategies
- Review Corporate Strategies and Plan Objectives
- Plan Design Alternatives
- Investment Review and Oversight
- Employee Enrollment / Education / Communication
- Administrative Support
- Annual / Periodic Reviews
Being independent and affiliated with LPL Financial gives us the flexibility to work across the entire spectrum of financial services companies, third party administrators, and leading money managers to provide a customized and comprehensive retirement plan for your employees. The added value that May, Bonee & Clark Financial Services provides is unbiased counsel, years of experience, and ongoing support to help you pursue your goals.