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

215 West Standley Street, Suite 9, Ukiah, CA 95482
info@JLDPlanConsultants.com

© 2023 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. Investor Disclosures: https://www.kestrafinancial.com/disclosures

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS 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 products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872).

The web site links referenced are being provided strictly as a courtesy. Neither we, nor Kestra IS nor Kestra AS is liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of the links provided.