LPL Financial Unveils New Mobile App at Retirement Partners Annual Conference 2014

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New Tool Empowers Retirement Plan Participants to Make Financial Decisions Anywhere, Any Time

LPL Financial LLC, the nation's largest independent broker-dealer, a custodian for registered investment advisors (RIAs), and a wholly owned subsidiary of LPL Financial Holdings Inc., today unveiled a new Worksite Financial Solutions mobile application during the LPL Retirement Partners Annual Conference 2014, held in Scottsdale, AZ . The app will serve as an extension of LPL’s Worksite Financial Solutions platform, providing plan participants with access to manage their retirement plan accounts directly from their mobile devices anywhere, any time.

The launch of the Worksite Financial Solutions mobile app reflects LPL’s ongoing commitment to delivering flexible, cutting-edge solutions that address plan participants evolving financial needs. LPL retirement plan advisors at the conference received a preview of the app, including interactive demonstrations, allowing them to log in and explore the new tool. LPL expects to officially launch the new app by the end of the year.

“The rollout of the Worksite Financial Solutions mobile app represents a significant step forward for LPL Financial Retirement Partners and our ability to help advisors provide holistic advice that’s tailored to retirement plan participant individual goals and circumstances. Using this innovative solution, retirement plan participants will be able to manage financial decisions with greater flexibility and ease than ever before,” David Reich, executive vice president of Retirement Partners. “The app further differentiates LPL Financial’s retirement plan advisors by enabling their plan participants to work toward achieving their financial goals.”

Using the new app, clients and plan participants will enjoy the following benefits:

  •     End-to-end plan enrollment support to guide users through every phase of the retirement planning process
  •     Access to qualified LPL advisors and the Retirement Results Team for support with managing their retirement plan accounts
  •     Robust financial education tools, including calculators, tutorials, videos and articles on how to manage each phase of their financial life cycle

The technology offers significant benefits for advisors as well. Co-branded for each advisor’s practice, the app represents yet another tool for advisors and plan sponsors to offer their plan participants. The app will also help enhance the advisor-plan participant relationship by providing additional opportunities for communication and interaction on a regular basis.

“Retirement plan participants demand the ability to make financial decisions when they want, where they want,” said Reich. “Understanding this critical need, LPL Financial is excited to present this new tool to help propel the retirement plan advice industry forward in the mobile space.”

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 more than 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 one of the fastest growing RIA custodians with $78 billion in retail assets served as of June 30, 2014, and acts as an independent consultant to more than 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

Securities and advisory services offered through LPL Financial. A registered investment advisor, member FINRA/SIPC.

Worksite Financial Solutions is a program exclusive to LPL Financial and its advisor partners.

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LPL Financial Media Contact
Amanda Keating
(202) 741-5571

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Amanda Keating
LPL Financial
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