LPL Financial Unveils New Retirement Planning Participant Website at focus14 Conference

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Website Makes Valuable Resources Available to Retirement Plan Participants.

LPL Financial LLC, the nation's largest independent broker-dealer*, a leading RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc., today announced at its focus14 conference the launch of its new Worksite Financial Solutions website, which has been designed to further help employees gain confidence in their financial future.

The website ( was developed primarily for plan participants, but also may prove to be a powerful marketing tool for LPL Financial’s advisors. “Because anyone can access and view the site, advisors have the ability to showcase Worksite Financial Solutions at a whole new level,” said Adam Sokolic, senior vice president of LPL Retirement Partners. “The website’s contemporary and intuitive interface is designed to help clients understand the simplicity of the participant solutions and how they can be leveraged to help improve financial wellness.”

LPL Financial’s main objective in launching the website is to demystify retirement by offering plan participants education about their options through different life stages. “Providing online financial tools to participants such as calculators, videos, articles and tutorials is intended to help them make better financial decisions throughout their careers and become more confident about their futures,” Sokolic explained.

“Worksite Financial Solutions was built to help employees organize their financial lives and become more confident about their financial decisions,” said Dave Reich, executive vice president and head of LPL Retirement Partners. “In addition, we have an online platform that can serve as an additional resource for advisors and help them stand out to their clients because of the difference they can make.”

LPL Retirement Partners introduced Worksite Financial Solutions in 2013 as a beginning-to-end retirement solution that enables retirement plan sponsors and advisors to address the needs of plan participants throughout their financial lives, from hire to separation and beyond. To date, the program has enrolled 429 qualified retirement plans representing more than 119,000 participants.

*Based on total revenues, Financial Planning magazine, June 1996-2014

About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc., is a leader in the financial advice market and serves $465 billion in retail assets. The company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,800 independent financial advisors and over 700 banks and credit unions. LPL Financial is the nation's largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2014), is a fast-growing RIA custodian with $78 billion in retail assets served, and acts as an independent consultant to over 40,000 retirement plans with approximately $110 billion in retirement plan assets served. In addition, LPL Financial supports approximately 4,400 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,374 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit

LPL Retirement Partners is the retirement plan-focused division of LPL Financial, LLC.

Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC


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Betsy Weinberger