Professional Guidance

Being a business owner or an entrepreneur comes with many benefits and challenges as your business continues to grow and expand.  The ability to offer a retirement plan to attract and retain talented employees serves as a “must-have” for organic growth to continue along with your business.  Establishing a plan that will allow better preparation for retirement along with deferring taxes and helping potentially lower your tax bill at the end of the year are just a few benefits.  It is important to understand that with these added benefits, comes a huge deal of responsibility for evaluating and managing the investment decision for the plan assets.  From plan design to plan implementation, the Department of Labor will hold those responsible of overseeing a retirement plan to a fiduciary level.  At TPWA, we are registered as an ERISA 3(21)  Fiduciary and will help with the legal responsibilities associated with managing the overall costs and performance of the retirement plan.  Working with our firm will allow us to help you select  better plan design features and advise on the decision-making process when choosing quality plan investments for your participants.  

Securities & Investment advice offered through LPL Financial, Member FINRA/SIPC. Texas Private Wealth Advisors is a  separate entity from LPL Financial.  This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice.  Each plan has unique requirement and you should consult your attorney or tax advisor for guidance on your specific situation.  In no way  does advisor assure that, by using the information provided, plan sponsor will be  in compliance with ERISA regulations.   

This site is designed for U.S. Residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NE, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. Please note that not all of the investments and services are available in every state.  

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