Lipper for Retirement

Lipper's world-class retirement plan solution for financial advisors

Lipper's objective content, analytics and fiduciary reporting tools are combined in a web-based, turnkey product that enables Financial Advisors and retirement product providers to provide insight and make unbiased recommendations to retirement plan fiduciaries.

Lipper's world-class retirement plan solution for financial advisors
Lipper for Retirement combines Lipper's institutional-quality data, fund analysis, report generation and relationship management tools into a single end-to-end product.
  • Produce client-specific investment policy statements
  • Monitor, research and recommend funds according to a client's IPS standards and criteria
  • Produce monthly & quarterly investment monitoring reports related to current and prospective plan investments
  • Generate on-demand fund fact sheets
  • Create and manage Investment Select Lists (i.e. Preferred Lists)
  • Produce Plan Expense Reports to assist plan sponsors with understanding plan fees
  • Create and cascade your unique commentary to multiple plans at one time
  • Select your own benchmarks for funds within your client's plans