At Mid-Atlantic Planning Services, we specialize in helping companies effectively manage their 401(k) plans and drive active participation among employees. If your employees want additional guidance, we also offer comprehensive financial planning and wealth management services.
We have more than 30 years of experience providing services to a large number of qualified retirement plans, providing assistance with all aspects such as plan design, investment and vendor selection, investment monitoring, and employee education. We are well versed in the complexities of third-party administration and recordkeeping, which enables us to work on your plan’s behalf to help ensure operations run smoothly.
Mid-Atlantic Planning Services is an independent firm, supported by the strength and resources of LPL Financial, the nation's leading independent broker/dealer.* LPL Financial provides us with investment research and a comprehensive array of tools and resources that make our service model possible. As an independent firm with no proprietary products to sell or sales quotas to meet, we are able to give you objective financial guidance and investment recommendations.
*As reported by Financial Planning magazine, June 1996–2017, based on total revenue.