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.
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.
IIC Distinguishing Characteristics
01.
Objective
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.
02.
Experience
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® .
03.
Methodology
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.