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nrussell@sunrisewealthadvisors.com
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Welcome to Your LM Employee 401(k) Resource* Hub

Lockheed Martin has long been an aerospace leader of excellence and precision. As an employee of this exceptional company, you deserve to be supported by that same high-level of precision and detail. 

Purpose of this page: To educate employees on your existing options for the employer 401(k) plan you are a participant in. 

  Your LM Savings Plan Investment Options

Great news! Your specific Lockheed Martin plan is fairly flexible, allowing for use of 401(k) Optimizer, and participation in an SDBA or in-service distribution. Based on length of employment and employee age, certain plan options may not be available. 

Learn more about the differences between 401(k) Optimization, Self-Directed Brokerage Accounts (SDBA), and in-service distributions:


Plan Options Comparison

401(k) Specialist Line: 407-351-3476

How We Support Employees With LM Plans

Founding partner and Investment Advisor Representative, Nicholas J. Russell has been working with Lockheed Martin employees for over 15 years with:

 A comprehensive understanding of your specific plan options and any applicable limitations

Experience in accompanying employees on Empower or AAG calls

The offering of a complimentary consultation or second opinion on your current portfolio

One-on-one assistance completing rollover paperwork and asset transfer

Reserve a 15-Min Consultation

Additional Q&A

Who is Empower Retirement (Empower Advisory Services)?

Lockheed Martin shifted from Voya Retirement to Empower in January 2019. Empower is now your default retirement plan provider.


I am nearing retirement. How and when do I start the rollover process? 

Here's what to expect:

  1. Contact your assigned plan representative or call the Lockheed Martin Employee Service Center (LMESC) toll-free: 866-562-2363 
  2. Identify your projected retirement date and what paperwork is needed to start the rollover process
  3. If you do not have an existing IRA account, we can assist with you the new account opening process
  4. Funds will not be available for about 3 weeks post official retirement date


I want a financial firm that addresses the needs of my family. Can you help?

Yes, our Sunrise firm was built around a full-service, family-centric model. Take a look at our most popular services for individuals and multi-generational families.



Individual & Family Services

Interactive Employee Tools & Resources

401(k) Calculator

IRA vs. Roth 401(K)

Market Commentaries

Access Content

Risk Assessment

Find My Risk Number

Log Into Your Portal*

Empower Portal

* Please note: Neither Cetera Advisors LLC nor Sunrise Wealth Advisors, Inc. are affiliated in any capacity with Lockheed Martin. The purpose of this specific page is to share our professional knowledge base and familiarity with clients who are/were employees and participants of an offered employer plan. All logos, trademarks, and intellectual property are to be credited to each respective company brand. 

Have a Question About Your Plan?

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