The NPP Retirement Resource Institute is our exclusive plan sponsor knowledge center providing the tools, articles and resources today’s plan sponsor needs to anticipate and fulfill your fiduciary responsibilities in a fluid and ever-changing regulatory environment.
To register for the webinar series, please fill in the information below and then click submit at the bottom.
GLJ Benefit Consultants is a VIP Business Partner of the Association of Legal Administrators.
3850 E.Baseline Rd., Ste. 121 Mesa, AZ 85206 ph 1.800.892.8826 fax 480.892.0927 services@gljinsurance.com
The trademarks and logos appearing on this page are owned by the respective companies named or depicted therein, and are used here by permission.
GLJ Benefit Consultants is a VIP Business Partner of the Association of Legal Administrators.
3850 E.Baseline Rd., Ste. 121 Mesa, AZ 85206 ph 1.800.892.8826 fax 480.892.0927 services@gljinsurance.com
The trademarks and logos appearing on this page are owned by the respective companies named or depicted therein, and are used here by permission.
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, OR, NC, NV, UT, and TX.
3850 E. Baseline Road, Suite 121
Mesa, Arizona 85206
phone 1.888.9NPPALA
fax 480.892.0927
*Securites and advisory consulting services are offered through LPL Financial, Member FINRA/SIPC, and a Registered Investment Advisor.
Contact an NPP Specialist
Contact Us 1.800.892.8826
Overview of the First Presentation: The Plan for the Plan
Retirement plans can be an integral part of a firm’s strategic plans to attract and retain the best attorneys and staff available, but to maximize their potential there must be a certain amount of planning and oversight. In the first webinar of our three part series we will discuss the strategic plan for the firm. Goals:
• Discuss the importance of a strategic plan as it relates to the firm’s goals to attract and retain the
best attorneys and staff
• Create goals that are SMARTER
• Learn about advanced plan design techniques available to you that you may not know about
• Discover the importance of creating, maintaining, and following an Investment Policy Statement
• Learn about the difference between a fiduciary advisor and a non-fiduciary advisor as it relates to
the firm
