TaLk To Us

Services

Retirement Plan Consulting

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:

  • RFP/RFI Services
  • Merging / Terminating plans
  • Strategies to increase executive contributions
  • Benchmarking service providers to review vendor expenses
  • Fiduciary management of plan investments
  • Optimizing tax benefits
  • Employee educational sessions to include one-on-one meetings
  • Vendor Management

Please feel free to contact us and learn more about our capabilities in this area.

Untitled-1

QUESTIONS?

Fill out the form and we'll get back to
you as soon as possible.

Full Name*

Email Address*

Company Name

Phone Number

Message

captcha

Innovative Benefit Planning L.L.C.