Helping organizations effectively manage their retirement plans and maximize benefits for their employees.

     

As a Retirement Plan Consultant at LPL Financial, Eric Listick can help you effectively navigate the fiduciary landscape by delivering customized retirement plan solutions to help address your unique objectives across Defined Contribution Plans, Defined Benefit Plans, Non-Qualified Deferred Compensation Plans and Cash Balance Plans. Eric's experience and guidance make a difference as he provides tailored solutions to assist organizations to make informed decisions about their retirement plans. Eric ensures the retirement readiness of company employees, management of your investments and fiduciary risk, and satisfaction of plan sponsors and employees.


Eric's comprehensive approach and customized end-to-end process which provides benefits to both the plan sponsor and employees including: plan management and risk mitigation, investment management, expense and services provider oversight, and employee engagement through the oversight and delivery of an employee education plan. Eric helps your organization create their plan's investment policy statement, choose and monitor investments, conduct service provider searches, provide benchmarking reports and share best practices.  Additionally, through a robust set of investment options, Eric helps companies improve retirement outcomes for their employees while helping you adhere to ERISA standards.

Learn about my Employee Education Program

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