Employer Retirement Management - Qualified Plans
At IBP, we help employers manage their retirement plan responsibilities through a proactive approach of vendor management, investment review, plan design consultation, fiduciary review and employee education. Many employers do not review their plans or the outside vendors who service them, making them unaware of the quality of the plans they are offering to employees. With our dedicated team of benefit, tax and financial professionals, our firm has broad experience providing retirement plan solutions to mid market employers. In an industry dominated by bundled providers and 1-800 number service models, we think our organization is a refreshing alternative; one that allows you to make the most of your plan while having a close working relationship with a firm nearby. As an independent, fee based Registered Investment Advisory firm, we truly work on behalf of our clients with no bias towards any investment product or provider. Our status as a legal co-fiduciary of your retirement plan is an added benefit of working with our firm. Please feel free to contact us and learn more about our capabilities in this area.
Community Service Foundation selected Innovative Benefit Planning as our investment consultant, due to the comprehensive services offered such as design consultation, fiduciary oversight, employee education and their philosophy of putting people first. We felt Innovative truly understood our problems and offered the best solution for our organization.
