Retirement Plan Services

Peoples Security Retirement Plan Services team of professionals are here to assist plan sponsors and participants by providing the necessary tools and guidance. Be confident that you are supported by professionals with experience. We are focused on striving to secure your financial future. We look forward to speaking with you to determine how we can help you work toward those goals.

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Our Services

Peoples Security Retirement Plan Services offers a comprehensive range of specialized resources to plan sponsors and participants. Our experienced professionals are committed to helping plan sponsors mitigate risk and adhere to their fiduciary responsibilities by providing objective analysis and overview on plans, driven by cost parameters, employee needs and industry rules and regulations. Through our service model, we focus on working with participants to help them make informed, educated decisions about their financial future.

Our services include:

  • Establishing plan goals for corporate retirement plan clients
  • Analysis of retirement plans to determine strengths and weaknesses
  • Assist fiduciaries in establishing purpose and goal of plan
  • Development and implementation of customized education campaign to help reach established goals
  • Provide accountability goals through measurement and reporting
  • Communicate and deliver education to plan participants to help them prepare for a successful retirement
  • Risk mitigation for plan sponsors

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/ SIPC). Insurance products are offered through LPL or its licensed affiliates. Peoples Security Bank & Trust Company and Peoples Security Retirement Plan Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Peoples Security Retirement Plan Services, and may also be employees of Peoples Security Bank & Trust Company. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Peoples Security Bank & Trust Company or Peoples Security Retirement Plan Services. Securities and insurance offered through LPL or its affiliates are:


Not insured by FDIC or any other government agency

Not Bank guaranteed

Not Bank deposits or obligations

May lose value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Pennsylvania and New York.

Peoples Security Bank & Trust Company (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

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888 868 3858