At Innovative Investment Fiduciaries, LLC, 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. Innovative facilitates a review of employers’ plans and the outside vendors who service them, making our clients confident in 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 local professionals. 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 fiduciary of your retirement plan is an added benefit of working with our firm.
Innovative Investment Fiduciaries, LLC is a Registered Investment Advisory firm that specializes in retirement plan consulting. Our talented team of tax and financial professionals work closely with plan sponsors to secure the best offerings for your organization and employees. Our team provides the following services:
Please feel free to contact us and learn more about our capabilities in this area.
Triangle Tube has been a client of Innovative Benefit Planning for over twelve years and they have ALWAYS provided TTP and our employees with first class, professional and exceptional service and technical expertise. They are responsive to all our questions and problems and are a pleasure to work with.
As a human resource professional, I have worked with many insurance brokerage firms and can say that none have come close to measuring up to Innovative Benefit Planning.
Innovative Benefit Planning provides a valuable service that has made us a better company, both for our shareholders and for our employees. Their staff’s knowledge and professionalism is refreshing. We look forward to a long and continuing business relationship with Innovative Benefit Planning.
Innovative Benefit Planning delivered a benefit program that met our plans and budget. In addition, their employee support and response time to calls has been excellent. IBP is truly a top shelf organization.
I can trust that Innovative Benefit Planning will get me the best possible quotes at renewal. It is a pleasure having them part of our corporate team.
Innovative has done a tremendous job in responsiveness to both company management and individual employee issues. They have always provided a high quality of service.
The day I met Terriann Procida and accepted her proposal to handle our company’s employee benefit plans turned out to be the best decision I made for our company.
Everyone at Innovative does a great job. Claims issues are addressed and resolved very quickly. Maria is always on the ball!
With our initial phone call and meeting, Terriann Procida did not try to sell us on her company but focused instead on our company and on finding us the best health plan we could offer. From the moment we decided IBP would become our broker of record, Dan Foley facilitated the transition seamlessly, repeatedly reaching out to us in the early stages to make sure they were handling all of our benefits needs. Jeannine Bandiera is our go-to benefits warrior taking care of our day in, day out benefits needs. She knows her business inside out and if she doesn’t know something she will always get the answer. During open enrollment she answered every employee’s specific, detailed questions which were many as we offered for the first time a high deductible health plan HSA option. This was in addition to handling all of the new enrollments.
An employee pulled me aside to tell me that our decision to move from our previous provider to IBP was a great one. She said that the services provided by the Benefit Guardian far surpassed the prior service.