Retirement in plain sight

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Fee transparency. Fiduciary services. Retirement readiness.

What we do

Our mission is to improve workplace savings plans by helping clients maximize their retirement benefit resources. We help minimize plan sponsors' costs, work loads and fiduciary risks, without losing sight of the opportunity to improve employees' retirement readiness.

 

Our services are customized to meet our clients' retirement plan needs.  These services include:

 

   Fiduciary consulting

   Vendor search, selection and management

   Investment policy design, and investment selection and monitoring

   Fee and service benchmarking

   Plan design and compliance

   Participant education and communication advisory services

   Conversion assistance

 

1740 Ridge Avenue, Suite 216 | Evanston, Illinois 60201 |Phone: (847) 316-0301 | info@JLDPlanConsultants.com

© 2018 Copyright, JLD Plan Consultants, LLC. All rights reserved.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. JLD Plan Consultants is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide legal or tax advice and are not Certified Public Accounting firms.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).