Overview

As part of LPL Financial’s benefits package, you have the opportunity to take advantage of a variety of additional programs that can help save you money and provide important assistance with everyday needs. Review the benefits on this page and refer to LPL@Work for additional information.

Adoption Assistance

If you meet the program’s conditions you can obtain up to $10,000 (or up to $15,000 for a special needs child) in reimbursement of qualified adoption expenses. Covered expenses include those that are paid or incurred in connection with the adoption of an eligible child and while an eligible employee under the program. You are eligible for the maximum reimbursement for each child adopted. Any attempt that leads to a successful adoption of a child and any unsuccessful prior attempt to adopt a different child are treated as one adoption. Contact HRSC at extension 6947 with questions.

Auto & Home Insurance

MetLife gives you access to personal insurance policies including home (not available in MA or FL), auto, landlord’s rental dwelling, condo, and recreational vehicle and boat:

  • Save up to 15% by purchasing this coverage through LPL Financial.
  • Receive no-obligation quotes and cost comparisons.

MetLife Auto and/or Home insurance is a voluntary benefit you may purchase on a post-tax basis with the convenience of payroll deduction. MetLife Auto & Home offers a broad line of insurance policies including:

  • Auto
  • Boat Insurance
  • Home/Condo
  • Renters
  • Landlord’s Rental Dwelling
  • Flood
  • Mobile Home
  • Motorcycle
  • Personal Excess Liability
  • Recreational Vehicle

You can apply at any time throughout the year by calling MetLife Auto & Home at 800.438.6388.

Employee Stock Purchase Plan

Eligible employees have the opportunity to purchase company shares, building an ownership stake in our company. Enroll during one of four enrollment windows per year and manage your account online with Computershare. Highlights of the plan are:

  • Purchase shares at a 15% discount with no commission fees
  • Contribute up to $300 per pay period
  • Decrease or stop contributions at anytime

LPL ticker: LPLA

Legal Plan with Identity Theft Protection

Hyatt Legal Plans is a voluntary benefit that offers you convenient access to legal services. The plan offers easy and direct access to a network of attorneys who provide telephonic advice and office consultations on a wide range of personal matters and covered services for the most frequently needed personal legal matters. These services include, but are not limited to:

  • Preparation of wills
  • Trusts
  • Powers of Attorney
  • Real Estate Matters
  • Debt Matters
  • Family Law Matters
  • Home & Auto Insurance

This plan also includes an identity theft benefit. Services include: unlimited office and telephone consultations with an attorney, defense representation, free identity theft emergency response kit, and numerous online services.

The cost to participate is $9 (post-tax) per pay period. You can only enroll in Hyatt Legal when you are first eligible or during open enrollment and must remain in the plan for the entire plan year.

Paid Parental Leave Benefit

The LPL Financial paid parental leave benefit provides a benefit of 60% of your weekly pay, up to a weekly maximum of $1,225 for up to 6 weeks of leave in connection with the birth or adoption of a child. This leave is available only during the first 12 months after the birth or placement of the child unless otherwise required by state law and can only be used for one event (birth or adoption) during a 12-month period. This leave will run concurrent with any FMLA leave and state leave to the extent permitted by law. Contact HRSC at extension 6947 with questions.

Pet Insurance

Pet Insurance is a voluntary benefit plan offered by PetFirst, and provided through MetLife's group benefit program, to help you cover the cost of care for your dog(s) and/or cat(s).

Pet insurance offered by PetFirst provides the following unique features:​

  • Flexible plans with various levels of coverage from $1,000 to unlimited coverage. Also includes a routine wellness care rider option.
  • Straightforward pricing and options with customizable limits, discounts on premiums, and deductible savings.
  • No initial exam or previous vet records required to enroll, and no per-incident or lifetime limits apply.
  • Quick 3 step enrollment with option for payroll deduction.
  • Hassle free claims experience, with most claims processed within 10 days.
  • Among the shortest wait periods in the pet insurance industry for accident and illness coverage.

Tuition Assistance Plan

LPL Financial supports the pursuit of higher education by our employees. Our tuition assistance plan (TAP) has been established to assist employees with the cost of courses that are job related. If your courses qualify under the plan rules, you can receive up to a maximum of $2,000 per calendar year in tax-free reimbursement. Contact HRSC at extension 6947 with questions or to apply for this benefit.