About IIC

Recruit. Retain. Reward. Retire.

The IIC Advantage

We create lasting relationships. We provide quantifiable results.

We provide a holistic approach to your organization's retirement and executive benefit plan needs. Working with corporations, not for profits, and governmental agencies on all types of retirement plans.

We have produced quantifiable results for our clients and have established a track-record of success.  We possess extensive experience with DC, DB, and NQDC plans. Our constant presence in the marketplace affords our team current market data relating to what each provider is offering their best prospective new clients (products, services, investments, & pricing).  We leverage this knowledge for the benefit of our clients and their participants, in pursuit of securing them the most for the least  at all times.  A review of our client’s plan activities supports the statement that we deliver quantifiable results.

Market Leaders

Recognized by PLANSPONSOR, PLANADVISER, and 401k Wire.  We have been singled out as one of the top qualified/nonqualified consulting team’s in the country and in 2010 we were recognized as a top Retirement Plan Consulting Team.

Please click here for award information

Size and Scalability Provides Advantages Unique to Our Team

IIC was recognized in 2006, 2007, 2008, 2009, 2010, 2011 & 2012 by PLANSPONSOR magazine, and specifically an independent committee of industry experts, as one of the largest and most accomplished retirement plan consulting teams in the United States.  We possess enormous clout with nearly all of the leading providers and have skillfully drawn upon these relationships for our clients benefit.

IIC Distinguishing Characteristics



Possessing the breadth & depth of pension specific talent (benchmark studies, searches, conversions, plan management, investment analytics, investment committee planning and management, communication/education, and fiduciary support) to create stability, objective process, and results.  Our team will serve as task masters allowing the committee to leverage their time and remain focused on core business.  It is important to note that we are truly objective. 



Our team’s senior executives are owners, not employees, and are the assigned servicing team.  Each individually and collectively has a track record within the national retirement plan consulting marketplace of assisting clients with similar attributes, and is accustomed to cohesively working together as a member of this team.  Each possesses retirement plan consulting specific accreditations and designations including CFA®, AIF®, CFP®, and PRP® . 



PLANSPONSOR Pathfinder – Their Methodology and the Alliance We Share

Pathfinder maintains some of the richest independent data and conducts some of the most comprehensive research on retirement providers.  Employers who choose to evaluate their plan providers on the fundamental product and service components will find this an efficient tool to augment their process. 



We are committed to total dedication to understanding, anticipating, and satisfying our client’s diverse needs.  Our team is exclusively focused on institutional qualified and nonqualified pension consulting.  We are not benefit consultants, brokers, basic RIA’s or generalists, but rather specialists who maintain an arm’s length relationship with all product manufacturers/service providers.  We cooperate with and are respected by all of the leading retirement plan service providers. 

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