Retirement Plan Services

Karam Financial Group is an independent financial services organization focused on offering retirement plan strategies designed to help plan sponsors maximize efficiency, maintain plan compliance, and address fiduciary liability exposure.

Karam Financial Group utilizes a strategic approach to help clients manage all aspects of their retirement plan. We first benchmark your current plan to determine its competitiveness from an administrative, investment and cost effective standpoint. We then establish a due diligence process to plan and document fiduciary control activities and responsibilities. After that, we make recommendations for appropriate investment selection(s) to optimize asset allocation. As part of our plan implementation process, Karam Financial Group develops an investment education program for your participants, treating education as a process rather than an event.

LPL Financial is one of the nation's leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.