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Consistent Retirement Plan Improvement
for Corporations and Non-Profits.

To help achieve the Goals and Dreams
of Your Valued Employees and the
Workforce Needs of a Growing Company.

*Disciplined Investment Management
*Best Interest Accountability
*Tailored Financial Wellness
*Clear Plan Communication
*Service Provider Alignment

Improve Your Plan / Inspire Your People

All retirement plan advice options are not equal. Corporate retirement plans have increased buying power for investments and services compared to just a few years ago. Capitalizing on this buying power opportunity may create a much better plan to help your employees thrive while managing risks to your organization.

Our Prudent ProcessTM simplifies the complex responsibilities of ongoing retirement plan improvement from a best interest perspective. Let us help you build a better future and help you get back to the business of your business.

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Can the right
advisor help manage your
responsibility and risk?

Do you know what to
look for in a plan advisor?

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Does your process manage risk
and conflicts of interest?


Does your company
have the expertise and time
to prudently manage
the investment platform,
options and share classes?

Outsource to experience
and independence


...And how do these
investments work together
to create efficient and
diversified portfolios
for participants?


Is it a challenge to
help employees take
the next step in
the right direction?

We engage participants
through creative Financial
Wellness programs


What do employees need
to know at age 22 to
help their savings last
to age 92?

We provide experienced, enhanced fiduciary services for a reduced flat fee.

Request a Proposal to easily determine if plan improvement with Prudent ProcessTM is right for your organization.

Plan sponsors are often surprised at how much money can be saved for plan participants when the investment limitations are lifted, revenue sharing is eliminated, and service provider contracts are improved.

That includes the relationship with your plan advisor.

Flat fee pricing helps manage conflicts of interest and declines as a percent of assets as the plan grows during the contract period.  Overall plan improvement can potentially result in better retirement outcomes for your participants and, as a side benefit, can have a positive impact on your company’s bottom line.

Request a PRUDENT PROCESS Proposal and Comparison

Prudent Process Retirement Plan Advisors / Investment Managers 330 Mallory Station Rd. Suite A-2 Franklin, TN 37067

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, FL, GA, KY, TN

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, member FINRA/SIPC.  Other advisory services offered through Independent Financial Partners (IFP), a Registered Investment Advisor.  Prudent Process and IFP are separate entities from LPL Financial.