News
EBSA Releases Final Rule on Fee Disclosures, Deadline Now July 1
February 9, 2012
ERISA Compliance Update for 401(k)
and 403(b) Retirement Plan Sponsors
(Listen to full audio of November 2011 workshop on 408(b)(2) fee disclosure regulations)
December 12, 2011
Breakfast with the DOL: Fiduciary Responsibility Workshop,
Wednesday, Nov. 2, 2011
September 21, 2011
Stephen F. Eldridge Receives LPL Financial Chairman’s Council Distinction
April 2011
Scott L. Dudley Receives LPL Financial Chairman’s Club Distinction
April 2011
Edward Hickey, Jr. Receives LPL Financial Patriot’s Club Distinction
April 2011
William D. Haddad Receives LPL Financial Director’s Club Distinction
April 2011
Craig Garner Attends 401(k) Summit
March 15, 2011
LPL Financial Is #1 Broker-Dealer
Investment News, January 24, 2011
LPL Investment Holdings Announces IPO Pricing
November 25, 2010
Move Over Merrill — LPL is the biggest
brokerage firm you’ve never heard of.
That is exactly the point.
Forbes, November 22, 2010
Plan Sponsor and Fiduciary Update 2010
November 2, 2010
LPL Financial Ranks Third in the Nation in
Full Service Investor Satisfaction
J.D. Power and Associates Special Power Report,
July 2010
“We’ve Arrived” — LPL Financial is so much bigger than its independent competitors that it exists almost in its own category…
Financial Planning, November 2009
Sean Riley Receives Retirement Planning Designation of Professional Plan Consultant
June 15, 2009
Employment Tax and Retirement Challenges for Small Business is CPE Seminar Topic in Manchester, NH
May 15, 2009
2009 Plan Sponsor and Fiduciary Update
May 10, 2009
2008 Plan Sponsor and Fiduciary Update
August 8, 2008
Year-end CPE Session for CPAs Covers Retirement Plan Design for Small Employers in Massachusetts and New Hampshire
September 30, 2007