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.
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.