Retirement Myth: Mergers and Acquisitions are Simple

Enter Your Name and Email To Take Advantage of This FREE Resource.

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 to consolidate the plans, reduce overall fees by more than 40%, add fiduciary oversight, and ease their administrative burden.

Putting People First.

Running a people-focused business doesn’t mean simply saying you focus on service. Actions matter. With Innovative, you’ll know everyone on our team by name. But more than that, employee happiness, well-being, and engagement isn’t just something that we see as a ‘nice to have.’ It’s the very reason that you’re hiring us.

Retirement Myth: Mergers and Acquisitions are Simple

Putting People First.

Get Started!