Partner Offerings

CoPilot and LPL Financial

The LPL Strategic Market Solution with CoPilot, which is exclusive to LPL advisors, offers a cost-effective solution with expertise, technology, and framework you can rely on to help manage clients’ plans. The plan includes high levels of service and fiduciary support, with proactive notifications to keep the plan in compliance.

A 401(k) strategic market solution

With LPL Financial as the 3(38) investment advisor, your clients receive LPL's investment fiduciary support, freeing you to spend more time on growing your business. They monitor the investments while Ascensus handles plan recordkeeping, administration, and client service. Quick installation and online enrollment save you time, so you can focus on consulting and prospecting.

Download this resource to learn more about the LPL Strategic Market Solution with CoPilot.

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New plan sales 833-893-3233
Existing plan service 833-892-8878

CoPilot with LPL plan pricing

The LPL Strategic Market Solution with CoPilot was designed for any business that has non-owner, full-time employees.

*Fees are shown in annual terms but are deducted monthly.

As of 07/01/2023.
Pricing is subject to change. Excludes investment expenses

Employee fees  
Monthly Recordkeeping $5/participant
Annual Custodial and Trading* 0.07%
Annual Investment Management*  
If assets are under $125,000 $250 annually
If assets are over $125,000 0.10%
Annual Intermediary Service Set by Fee-based Advisor
Monthly employer fees $150

One time costs

  

Start-up and Conversion Plans

$390 Setup