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Products November 22, 2013
LPL Adds Rollover Solution to Worksite
November
22, 2013 (PLANSPONSOR.com) – LPL Financial LLC added the Millennium Trust
Company’s automatic rollover solution to its Worksite Financial Solutions
retirement planning services platform.
Reported by PLANSPONSOR staff
Millennium designed the rollover solution to save advisers and plan sponsors time, money and personnel resources while adding employees to a retirement plan.
The tool also helps preserve the tax-deferred status of retirement savings for employees terminated from a plan, says Terry Dunne, Millennium’s managing director of automatic rollovers.
The wider Worksite provides an end-to-end solution for retirement plan sponsors and advisers to promote participants’ financial well-being through education, advice and account management services.