RETIREMENT PLAN PARTNERS

     

Brian M. Johnston is a Principal in the Overland Park and Kansas City offices of Jackson Lewis P.C., a law firm with more than 800 attorneys in major cities nationwide, serving clients across a wide range of practices and industries. Brian has more than 26 years of dedicated employee benefits experience representing public and private businesses, government entities, third party administrators, and other insurance and retirement service providers on a variety of employee benefit matters. Mr. Johnston advises employers and plan sponsors in the implementation and administration of defined contribution plans. He works with plan design, implementation, and administration of retirement plans – pension, profit sharing, 401(k) plans, 403(b) plans, employee stock ownership plans (ESOPs), and other non-qualified deferred compensation plans and employee equity compensation arrangements. He serves as a consultant in the PHD. Fiduciary Process for our 401(k) and 403(b) clients. Brian M. Johnston and Jackson Lewis are not otherwise affiliated with PHD. Retirement Consulting.

LPL Financial is the largest organization of independent financial advisers in the United States, as reported by Financial Planning Magazine, June 1996-2014, based on total revenue. LPL Financial has more than 14,000 advisers and more than $400 billion in advisory and brokerage assets (assets as of June 30, 2014). Linsco Private Ledger (LPL) joined forces with the National Retirement Partners to form the Retirement Partners Group, the largest network of independent advisers focused on serving retirement plan sponsors and retirement plan participants. The LPL Financial Retirement Partners empowers and equips us with the technology, research, tools and customized deliverables to provide the due diligence, investment analysis, plan design analysis and measurable results for our clients.

     

     The Retirement Advisor Council is a national organization advocating for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment firms and asset managers, and defined contribution plan service providers. The Council is comprised of 125 advisors recognized for their stature in the industry, leaders of the retirement plan practice at major advisory firms, and a select group of service providers and investment management firms. The founder of PHD. Retirement Consulting, Troy Redstone, was honored to be a member of the council and to be recognized as one of the 75 leading advisors in the industry when he joined the Council. Troy is currently serving on the Advisory Board [2018-2020]. 

     The Employee Benefits Institute is the premier benefits association in the midwest. EBI has incorporated professionals with expertise in labor and employment law as well as the practitioners who actually work with the employee benefits at their particular company. By incorporating both attorneys who specialize in ERISA as well as the company executives and HR personnel impacted by the provisions of ERISA, the group has maintained the balance between academia and practical application allowing them to become the premier resource for employee benefits in the Midwest. The not-for-profit organization works in collaboration with the University of Missouri-Kansas City School of Law Continuing Education to provide educational forums for employee benefits, human resources, legal and other business professionals. The founder of PHD. Retirement Consulting, Troy Redstone, is honored to be a member of the board serving with the EBI community to raise the level of professionalism with ERISA retirement plans. Troy is the chair of the 2019 EBI conference. 

     Local Provider List (LPL) – Because we believe that it is important to separate the plan-level services from the participant-level services, we have built a network of Endorsed Hometown Providers to provide the personalized, one-on-one guidance and advice for every employee and every participant in every plan that we serve. We have taken the responsibility of vetting and screening each of these Endorsed Hometown Providers, and these professionals were chosen based upon their alignment with our core values and corporate culture. The integrity and professionalism with which each of our colleagues conducts their practice allows us to stand behind the services that they offer. Below is a map showing the Local Provider List (LPL), representing our partners who received the “PHD. Seal of Approval.” In each location we have listed our Team Leader from the Local Provider List (LPL) with their LPL.com email address, but in most of these locations we have multiple advisers in each office to meet your needs. Feel free to contact them directly or coordinate service for your plan through our central office.