--- title: Sponsor Homepage image: https://www.planforyourtomorrow.com/hubfs/PFYT,2018/investor/our-mission.jpg --- [![orange-logo.png](https://www.planforyourtomorrow.com/hs-fs/hubfs/PFYT,2018/About/orange-logo.png?width=77&height=53&name=orange-logo.png "orange-logo.png")](https://www.planforyourtomorrow.com) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. **Access** [![PFYT Planner](https://www.planforyourtomorrow.com/hs-fs/hubfs/Icons/planner_icon3.png?width=64&name=planner_icon3.png "PFYT Planner")](https://wealth.emaplan.com/ema/lpl/planforyourtomorrow) [![Orion Performance Reporting Portal](https://www.planforyourtomorrow.com/hs-fs/hubfs/Icons/Orion_Logo.png?width=62&name=Orion_Logo.png "Orion Performance Reporting Portal")](https://login.orionadvisor.com/login.html) [![Video Conference](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1126847570-png/Social_Icons/Gotomeeting-icon.png?width=64&name=Gotomeeting-icon.png "Video Conference")](https://global.gotomeeting.com/join/734633557) [![LPL Accountview](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1565280137-png/Social_Icons/LPL_Accountview_Icon.png?width=64&name=LPL_Accountview_Icon.png "LPL Accountview")](https://myaccountviewonline.com/AccountView/) [![Plan Sponsors](https://www.planforyourtomorrow.com/hs-fs/hubfs/Social_Icons/PLAN_VAULT_ICON.png?width=64&name=PLAN_VAULT_ICON.png "Plan Sponsors")](http://plans.fiduciarymanagement.com/planforyourtomorrow/Login) [![Schwab](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1562947778-png/Social_Icons/Schwab_icon.png?width=64&name=Schwab_icon.png "Schwab")](https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx) [![Fidelity](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1565325402-png/Social_Icons/Fidelity_Icon.png?width=64&name=Fidelity_Icon.png "Fidelity")](https://login.fidelity.com/ftgw/Fas/Fidelity/RtlCust/Login/Init?AuthRedUrl=https://oltx.fidelity.com/ftgw/fbc/ofsummary/defaultPage) [![Schwab Institutional Intelligent Portfolios](https://www.planforyourtomorrow.com/hs-fs/hubfs/Ring-pie%20chart.png?width=64&name=Ring-pie%20chart.png "Schwab Institutional Intelligent Portfolios")](https://institutionalintelligent.schwab.com/) [![FACEBOOK](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1011587836-png/Social_Icons/facebook-1.png?width=64&name=facebook-1.png "FACEBOOK")](https://www.facebook.com/Planforyourtomorrow) [![TWITTER](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1008463084-png/Social_Icons/twitter-1.png?width=64&name=twitter-1.png "TWITTER")](http://twitter.com/ThomasRHurford) [![LINKEDIN](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1220068289-png/Social_Icons/linkedinfinal.png?width=64&name=linkedinfinal.png "LINKEDIN")](http://www.linkedin.com/company/plan-for-your-tomorrow-inc) [![YOUTUBE](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1008463079-png/Social_Icons/youtube_(1).png?width=64&name=youtube_(1).png "YOUTUBE")](http://www.youtube.com/user/planforyourtomorrow/) ## Ongoing Plan Support We are brought on board to help our plan sponsors to make their plan suit their needs and the needs of their employees. We help with investment selection and monitoring, investment policy statement design assistance and monitoring, benchmarking, RFP Support, education, administrative support assistance, plan committee assistance, fiduciary file assistance, and a host of other services. If your advisor doesn’t help in these areas, you should talk with us. [![Get Our Financial Wellness Guide](https://no-cache.hubspot.com/cta/default/395206/3bf59426-1c16-4b24-b8a1-f0b8a887be7e.png)](https://cta-redirect.hubspot.com/cta/redirect/395206/3bf59426-1c16-4b24-b8a1-f0b8a887be7e) ## Retirement Plan Benchmarking How well do you understand your plan? Do you know how it compares to others like it? We help plan sponsors learn about their plan along a number of different metrics. This can be the basis of many important plan decisions, and useful in documenting the results of your fiduciary practices [![Get Our Financial Wellness Guide](https://no-cache.hubspot.com/cta/default/395206/3bf59426-1c16-4b24-b8a1-f0b8a887be7e.png)](https://cta-redirect.hubspot.com/cta/redirect/395206/3bf59426-1c16-4b24-b8a1-f0b8a887be7e) ## Fiduciary Education It is important for Retirement Plan Sponsors to understand the nature of their fiduciary responsibilities. We work with plan sponsors to train their key decision makers and administrative staff to understand their responsibilities and liabilities. Understanding these helps inform many plan decisions, such as using available legal safe harbors to help protect the sponsor from certain liabilities. [![Get Our Financial Wellness Guide](https://no-cache.hubspot.com/cta/default/395206/3bf59426-1c16-4b24-b8a1-f0b8a887be7e.png)](https://cta-redirect.hubspot.com/cta/redirect/395206/3bf59426-1c16-4b24-b8a1-f0b8a887be7e) ## Participant Education Programs Empower your employees and prepare them for retirement through a robust education program. We can customize this program based upon your particular plan, and build it to suit the needs of your employees, based upon information gathered by direct surveys, plan benchmarking data and a selection of other sources. We can even provide a robust evaluation and education plan. [![Get Our Financial Wellness Guide](https://no-cache.hubspot.com/cta/default/395206/3bf59426-1c16-4b24-b8a1-f0b8a887be7e.png)](https://cta-redirect.hubspot.com/cta/redirect/395206/3bf59426-1c16-4b24-b8a1-f0b8a887be7e) ## Fiduciary Preparedness Evaluations and Support Being a fiduciary is about having a reliable process for making decisions about your plan. As part of that you need to have a process for documenting your decisions and the process you used to make them. You also need to keep very detailed files, and the be ready to produce them on short notice. You need to be ready when the Department of Labor comes calling, and we can help. [![Get Our Financial Wellness Guide](https://no-cache.hubspot.com/cta/default/395206/3bf59426-1c16-4b24-b8a1-f0b8a887be7e.png)](https://cta-redirect.hubspot.com/cta/redirect/395206/3bf59426-1c16-4b24-b8a1-f0b8a887be7e) ### our approach ## How We Help We spend time analyzing plan needs and helping you achieve them, systematically over time. [![Read More](https://no-cache.hubspot.com/cta/default/395206/9133f03c-f7ca-4890-9883-5766d7ba5c93.png)](https://cta-redirect.hubspot.com/cta/redirect/395206/9133f03c-f7ca-4890-9883-5766d7ba5c93) ![desktop-image.png](https://www.planforyourtomorrow.com/hs-fs/hubfs/PFYT,2018/investor/desktop-image.png?width=765&name=desktop-image.png "desktop-image.png") ## How We Work Our process helps us keep an organized approach to managing and consulting on plans - **Design** Strategic Approach - **Assess** Collaboratve Process - **Track** Sophisticated Tools - **Educate** Individualized Relationships - **Systematize** Practical Proposals & Transparent Practices [![Read More](https://no-cache.hubspot.com/cta/default/395206/c8a2aa57-edc7-4131-9a49-eefa69bf1456.png)](https://cta-redirect.hubspot.com/cta/redirect/395206/c8a2aa57-edc7-4131-9a49-eefa69bf1456) ## Our Blog: Article ### [Labor Day, Fishing and Investing, Life Lessons](https://www.planforyourtomorrow.com/the-view-from-here/labor-day-fishing-and-investing-life-lessons) [Read Article ** ](https://www.planforyourtomorrow.com/the-view-from-here/labor-day-fishing-and-investing-life-lessons) Article ### [The Performance Reporting Video Demo is out...(Finally!)](https://www.planforyourtomorrow.com/the-view-from-here/the-performance-reporting-video-demo-is-out...finally) [Read Article ** ](https://www.planforyourtomorrow.com/the-view-from-here/the-performance-reporting-video-demo-is-out...finally) Article ### [Surprising ways in which a performance reporting system improves the mutual understanding of investment accountability.](https://www.planforyourtomorrow.com/the-view-from-here/surprising-ways-in-which-a-performance-reporting-system-improves-the-mutual-understanding-of-investment-accountability) [Read Article ** ](https://www.planforyourtomorrow.com/the-view-from-here/surprising-ways-in-which-a-performance-reporting-system-improves-the-mutual-understanding-of-investment-accountability) ### Find Us: - [** Facebook](https://www.facebook.com/Planforyourtomorrow) - [** Twitter](https://twitter.com/ThomasRHurford) - [** Linkedin](https://www.linkedin.com/company/plan-for-your-tomorrow-inc/) - [** Youtube](https://www.youtube.com/user/planforyourtomorrow/) Check the background on these investment professionals on **[FINRA’S BrokerCheck](https://brokercheck.finra.org/)** ![our-mission.jpg](https://www.planforyourtomorrow.com/hs-fs/hubfs/PFYT,2018/investor/our-mission.jpg?width=383&name=our-mission.jpg "our-mission.jpg") ### Our Mission ## Financial advice is only the beginning. Plan for Your Tomorrow is a boutique financial consulting firm offering a wide variety of services for plan sponsors. If you need anything from fiduciary education for your plan committee to fiduciary assistance with investment selection, we have many services to assist you in executing your plan vision. [![Financial advice is only the beginning](https://no-cache.hubspot.com/cta/default/395206/1a430342-8359-4a38-a633-2ce1aece6c0f.png)](https://cta-redirect.hubspot.com/cta/redirect/395206/1a430342-8359-4a38-a633-2ce1aece6c0f) © 2018 Plan For Your Tomorrow, Inc Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial,a Registered Investment Advisor, Member [FINRA](http://www.finra.org/)/[SIPC](https://www.sipc.org/). Other advisory services offered through Stratos Wealth Partners, Ltd. a registered investment advisor. Plan For Your Tomorrow Inc and Stratos Wealth Partners, Ltd. are separate entities from LPL Financial. Chartered Retirement Plan Consultant designations are conferred by the College For Financial Planning The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, IN, MA, NJ, OH, TX, VA. CA insurance License #0L67490 [LPL Form CRS](http://LPL.com/CRS) [Stratos Wealth Partners Form CRS](https://www.stratoswealthpartners.com/_files/ugd/022529_1986b24e4fc148379fcb3270c1365706.pdf)