Products November 22, 2013

LPL Adds Rollover Solution to Worksite

November 22, 2013 (PLANSPONSOR.com) – LPL Financial LLC added the Millennium Trust Company’s automatic rollover solution to its Worksite Financial Solutions retirement planning services platform.
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Millennium designed the rollover solution to save advisers and plan sponsors time, money and personnel resources while adding employees to a retirement plan.

The tool also helps preserve the tax-deferred status of retirement savings for employees terminated from a plan, says Terry Dunne, Millennium’s managing director of automatic rollovers.

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The wider Worksite provides an end-to-end solution for retirement plan sponsors and advisers to promote participants’ financial well-being through education, advice and account management services.

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