LPL Financial Service Team DALBAR excellence award

LPL Financial Service Teams Earn DALBAR’s Recognition for Excellence Award

November 29, 2016

LPL Financial

LPL Financial was recently honored for its service excellence by DALBAR, Inc., a leading financial services market research firm. LPL’s Worksite Financial Solutions* and Investor Solutions call center support teams, which serve LPL advisors managing retirement plans and the participants in those plans, earned Recognition of Excellence Awards for their high level of service.

Now more than ever, Americans need the support and resources to help them work toward a successful retirement.

- David Reich, LPL executive vice president and head of LPL Retirement Partners

LPL’s Worksite Financial Solutions team supports the financial advisors who are setting up new employer-sponsored retirement plans on the Worksite platform and extends its support to participants in those retirement plans, helping them to enroll and transition their plan through job transitions. The Investor Solutions team provides support and advice for individual investors who are not currently engaged with an advisor. Both teams are headed up by Russ Winchester, Vice President LPL Financial.

DALBAR’s Recognition for Excellence Award was earned through an objective third-party evaluation of the quality of service being provided by the contact center over several months. During that time, a number of aspects performed by employees contributed to LPL’s success including attitude, accommodation, expertise and call flow.

DALBAR President Lou Harvey said, “LPL is not only providing a unique value-added service to the retirement community, they are also consistently providing a superior standard of care when doing so. We see this same commitment to the customer experience whether they are dealing with LPL advisors, record keeper partners, plan sponsors, plan participants or individual investors.”

Added David Reich, LPL executive vice president and head of LPL Retirement Partners, “LPL is proud to be recognized for the level of service we provide to our advisors and Worksite Financial Solutions plan participants.  Now more than ever, Americans need the support and resources to help them work toward a successful retirement. LPL is committed to ensuring that our advisors and plan participants have the resources, tools and access to objective financial advice to be able to pursue their goals.”  

*Worksite Financial Solutions is a program exclusive to LPL Financial and its advisor partners.