New York, New York (PRWEB) February 02, 2013
“Retirement Partners Group allows me to share ideas with other knowledgeable retirement professionals who share my belief in providing unbiased guidance,” said Eva. “I have an opportunity to develop new ideas with top colleagues and to use those ideas to serve my clients.”
To help ensure the integrity of Retirement Partners Group’s membership, entry is available to advisors who have met specific qualification criteria. Members are recognized leaders in the retirement plan industry and hold approved industry professional designations. They must also advise at least 25 plans or provide consulting services to retirement plans with assets of at least $50 million. In addition, Retirement Partners Group members agree to uphold the organization’s eight guiding principles of compliance, diligence, confidentiality, competence, integrity, disclosure, identification and furtherance of industry.
“Only experienced educated and qualified advisors are allowed to join Retirement Partners Group,” said Eva. “I am honored to be affiliated with so many distinguished retirement professionals.”
EPIC Retirement Services Consulting is affiliated with Retirement Partners Group, a network of advisors associated with LPL Financial who focus primarily on advising retirement plans for small to large companies. RPG advisors are enabled to engage with these companies through the entire spectrum of LPL Financial offerings, including brokerage and 3(21) and 3(38) advisory services. LPL Financial is among the 401(k) plan distribution leaders in terms of number of retirement plan advisors, plans, participants and assets under advisement. LPL Financial provides advisors with a robust set of integrated tools that allows them to efficiently prospect, engage, monitor and service retirement plans and, where appropriate, address investment fiduciary requirements.
Eva Kalivas is recognized as an ERISA 3(38) Investment Manager and currently holds her Series 7, Series 63, Series 24 Series 65 and Series 51 Securities registrations with LPL Financial. She co-founded EPIC Retirement Services Consulting after 8 years of experience in retirement services for a major commercial brokerage company. A graduate of Saint John’s University, Eva’s accomplishments have been recognized by being named one of the twenty rising stars in the Retirement Plan Advisory Industry by Investment News. For more information, please visit http://www.epicretirellc.com
About LPL Financial
LPL Financial, an indirect and wholly owned subsidiary of LPL Investment Holdings Inc., is an independent broker-dealer. LPL Financial and its affiliates offer proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,000 financial advisors and approximately 685 financial institutions. Additionally, LPL Financial supports more than 4,000 financial advisors who are affiliated and licensed with insurance companies with customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 2,900 employees with employees and offices in Boston, Charlotte and San Diego. For more information, please visit http://www.lpl.com.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
*As reported by Financial Planning magazine, June 1996-2012, based on total revenue.