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Fee transparency. Fiduciary services. Retirement readiness.

Why call us

What Makes JLD Different?

 

Diversified depth of experience is what we believe sets us apart from other plan consulting firms.  Our highly credentialed and experienced professionals have extensive experience with service providers, law firms, investment firms, behavioral research consultancies, and retirement think tanks.  JLD is able to deliver clients first hand "insider" knowledge about service providers as well as a broad understanding of legal and technical plan requirements, policy considerations, and participant decision making.

 


Why Choose Us

 

We are an independent retirement plan consulting firm.  Our fees are completely transparent and are based solely on the complexity and risk associated with the services we provide.

 

Our services are guaranteed.  Our fees will be waived if we do not:

 

▪   Lower your overall fees,

▪   Reduce your fiduciary risk,

▪   Reduce your workload, or

▪   Improve your employees' retirement readiness.

 

And, we will work to accomplish not just one—but all of these goals.

1740 Ridge Avenue, Suite 216, Evanston, Illinois 60201
Phone: (847) 316-0301

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

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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

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