Fiduciary Investment Management Plan Portal

Access to Your Plan Portal

Independent Investment Monitoring

  • Monitor investments using objective resources
  • Understand how plan investments score and why
  • Recieve quarterly monitoring reports
  • Log in at your convenience
  • Access reports easily
  • Manage fiduciary liabilities
  • Manage investments more consistently
  • Keep track of meeting minutes
  • Read an extensive market commentary

Investment Selection Matters

Did you know you can use our monitoring reports to help track investments that have consistantly scored poorly? Using our system, plan sponsors are able to justify any investment changes while performing their due diligence. LPL Financial's monitoring reports will clearly identify which investments are performing poorly and how they compare among their peers. Using this data, your Advisor will propose replacement investments to monitor while poorly performing investments are placed on our "watch" list.

Watch, Replace, Remove

Today's plan sponsors are being asked to do more with less. By using our monitoring system, you can manage existing investments, identify which investments perform poorly, determine which investments need to be replaced, and decide which investments to remove... all with the assistance of a Lifetime Wealth Advisor.