OPOC.us Retirement Services

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. OPOC.us Retirement Services and LPL Financial are separate entities.

OPOC.us — Helping companies take CARE of their most important asset – their employees.

Simplify retirement planning—cut admin by up to 85%—with OPOC.us. We handle fiduciary, compliance, and day-to-day tasks so you can focus on the business, while employees get personalized guidance and a clear path to financial security. Our Retirement CARE model blends advocacy, education, and smart plan design to help your team make confident decisions at every stage.

OPOC.us — Helping companies take CARE of their most important asset – their employees.

Reducing Administrative Burden

Plan Design

We create retirement plans tailored to your organization’s goals and workforce needs, balancing compliance, cost efficiency, and employee impact.

Trustee Duties

OPOC.us assumes trustee responsibilities, ensuring your plan is managed with integrity and transparency.

Fiduciary Oversight

Our team serves as fiduciaries, monitoring investments and providers to safeguard your employees’ retirement assets and reduce your liability.

Compliance with ERISA and Plan Documents

We manage ongoing compliance, from regulations to annual filings, so you can stay focused on your business without administrative risk.

OPOC.us — Helping companies take CARE of their most important asset – their employees.

 Personalized Guidance for Every Employee

Every employee’s journey is unique. That’s why OPOC.us Retirement CARE Advocates deliver one-on-one guidance across life’s milestones from a first job to retirement.

Getting Started

CARE & Education

Saving More

Building confidence in contributions

Planning for Future Goals

College savings, home purchase, family planning

Preparing for Retirement

Smooth transition into retirement life

OPOC.us — Helping companies take CARE of their most important asset – their employees.

Dedicated Support, Every Step of the Way

The core of our retirement program is simple: Retirement CARE Advocates who are independent, confidential, and fully dedicated to your workforce.

Customized Investment Education
Increased Contribution Levels and Participation
Optimized Decision-Making for Long-Term Planning
Strategic Guidance at Major Life Events
Answers to Retirement Questions—Quickly and Correctly

You take care of your business.
We’ll take care of your people.

Let’s build a benefits strategy that delivers more CARE and better results.