SAN DIEGO, Sept. 26, 2011 /PRNewswire/ -- Retirement Benefits Group™ ("RBG"), one of the preeminent retirement-plan focused business branch offices of LPL Financial, today increased its retirement education capabilities by welcoming three highly respected retirement plan advisors who specialize in creating customized retirement plans for organizations and their employees.
Joining RBG are George P. Fraser, who headed The Fraser Group at Morgan Stanley Smith Barney, and Fraser Group advisors Frederic W. Amberg and Troy W. Haugen. Mr. Fraser, who consulted on $300 million in retirement plan assets held in 35 retirement plans while at The Fraser Group, is considered one of the top retirement plan specialists in the country, having developed a client service and retirement education approach that the Arizona Republic lauded as "a model for 401(k) change."
At RBG, Mr. Fraser will be responsible for overseeing the firm's newly created "Passion for the Participant" retirement-plan education services division. "It's an honor for us to join a visionary firm that cares deeply about the financial well-being of plan sponsors and their employees," said Fraser. "We made the decision to join RBG and LPL Financial because both organizations share our steadfast commitment to helping our clients' employees achieve a secure retirement. We look forward to working with our colleagues to help our clients and their employees discover a better path to retirement success," he added.
RBG provides brokerage and retirement plan services to clients through LPL Financial LLC ("LPL Financial"). LPL Financial began the expansion of its retirement-plan business in 2010 when it acquired National Retirement Partners ("NRP"), a highly regarded affiliation of independent retirement-plan advisors. Messrs. Fraser and Amberg will continue to operate from their offices in Scottsdale, AZ while Mr. Haugen will service RBG's clients in the Pacific Northwest from its Portland, OR office.
"For many years, George, Fred, Troy and their staff have been among the industry leaders in high quality participant education services," said Larry Deatherage, Principal of RBG, which consults on more than $5 billion in retirement plan assets. "They have built a phenomenal reputation for excellence and creativity when working with employees and their families. After their extensive search and due diligence process, we are delighted they have selected RBG as their new home."
About Retirement Benefits Group
Retirement Benefits Group™ ("RBG"), one of the premier retirement plan consulting groups in the country, offers brokerage and related retirement-plan services to corporations, governmental agencies, non-profit organizations and their employees through LPL Financial. RBG, which is headquartered in San Diego, CA with additional offices in Irvine, Riverside, Phoenix, AZ and Portland, OR, consults on more than $5 billion in retirement plan assets. Visit www.rbgnrp.com for more information.
Financial consultants of RBG are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Retirement Benefits Group, a registered investment advisor and separate entity from LPL Financial.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Investment Holdings Inc. (NASDAQ: LPLA), is an independent broker-dealer. LPL Financial and its affiliates offer proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to over 12,600 financial advisors and approximately 750 financial institutions. Additionally, LPL Financial supports over 4,000 financial advisors who are licensed with insurance companies with customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 2,700 employees with offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities offered through LPL Financial. Member FINRA/SIPC
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SOURCE LPL Financial