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.

Retirement Myth: I Can’t Offer a Student Loan Benefit in my Retirement Plan Enter Your Name and Email To Take Advantage of This FREE Resource. Name(Required) Email(Required) While current student loan repayment programs can relieve financial stress, they do not offer tax benefits to employees. However, a recent IRS Private

What To Do When Your Retirement Vendor Is Sold Enter Your Name and Email To Take Advantage of This FREE Resource. Name(Required) Email(Required) As a plan sponsor, when your record keeper changes, you have a fiduciary obligation to research how it affects both your organization and your participants. While this

5 Steps to Creating a Financial Wellness Program Enter Your Name and Email To Take Advantage of This FREE Resource. Name(Required) Email(Required) Many employers incorporate a health wellness program into their organization, but financial wellness is just as important. Studies show that 47% of all employees are stressed about finances

5 Critical Questions to Put Your Advisor to the Test Enter Your Name and Email To Take Advantage of This FREE Resource. Name(Required) Email(Required) A knowledgeable plan advisor is an important component in the successful operation of your qualified plan. However, selecting the right candidate requires more than simply reviewing