Retirement in plain sight

   Home | Newsletter | Ask us a question | Contact us

Fee transparency. Fiduciary services. Retirement readiness.

Who we are

We are an independent, fee-transparent, full-service retirement plan consulting firm. Our team includes highly respected and knowledgeable professionals with over 60 years of collective experience* in:

 

▪   ERISA law and compliance,

▪   Fiduciary consulting,

▪   Plan design,

▪   Investment consulting,

▪   Participant communication and education, and participant decision making

 

A successful retirement plan requires expertise in not just one, but in each of these areas. JLD has assembled a team that takes a holistic approach in addressing your retirement plan needs.

 

Read more about the JLD team here.

*Includes experience of retained ERISA attorney.

 

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.

View our Privacy Statement.
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.