Retirement Myth: Mergers and Acquisitions are Simple Enter Your Name and Email To Take Advantage of This FREE Resource. Name(Required) Email(Required) Innovative’s merger and divestiture of plans expertise enabled us to provide complete end-to-end service for our client during their multi-state, aggressive acquisition strategy. In the end, we were able

Retirement Myth: Employer Profit-Sharing Deductions Must Be Recognized in the Year the Contribution is Made Enter Your Name and Email To Take Advantage of This FREE Resource. Name(Required) Email(Required) See how Innovative’s strategic planning and Profit-Sharing experience helped our client maximize tax benefits, coordinate tax benefits of the profit sharing

Retirement Myth: Plans With No Financial Consultant Receive The Best Fees and Fiduciary Protection From Their Qualified Plan Provider Enter Your Name and Email To Take Advantage of This FREE Resource. Name(Required) Email(Required) See how Innovative’s experience in conducting plan relationship reviews reduced one client’s fees by more than 40%

Retirement Myth: Funding a Profit Sharing Plan for a Company with More Than 100 Employees Will Only Benefit My Employees Enter Your Name and Email To Take Advantage of This FREE Resource. Name(Required) Email(Required) There is a common misconception that as a company owner of over 100 employees, increasing funds

Retirement Myth: The Only Benefit to a Retirement Plan is Retirement Savings Enter Your Name and Email To Take Advantage of This FREE Resource. Name(Required) Email(Required) See how Innovative helped our client add a pension plan to their existing 401(k) and profit-sharing plan offerings to tackle their recruiting and retention

Retirement Myth: Once I Sell A Company, I Don’t Have To Worry About It Impacting My Current Retirement Plan Enter Your Name and Email To Take Advantage of This FREE Resource. Name(Required) Email(Required) See how Innovative helped our client from running afoul of the Affiliated Service group rules and saved

Retirement Myth: When Transferring Service Providers, There Are No Pitfalls. Part 1 – Protected Benefits Enter Your Name and Email To Take Advantage of This FREE Resource. Name(Required) Email(Required) A new client engaged Innovative to transfer their current plan to a new service provider. During the course of our detailed

Retirement Myth: When Transferring Service Providers, There are no Pitfalls. Part 2 – Market Value Adjustments and Fixed Accounts Enter Your Name and Email To Take Advantage of This FREE Resource. Name(Required) Email(Required) A new client engaged Innovative to help them transfer their current retirement plan to a new service

Retirement Myth: As a Plan Sponsor, I Shouldn’t Consider Adding a 3(16) Service to My Plan Enter Your Name and Email To Take Advantage of This FREE Resource. Name(Required) Email(Required) An existing client had experienced problems with their 401(k) plan audit for several consecutive years due to internal operational issues.