The IIC Team

Michael Kozemchak, C(k)P®
IIC Managing Director

Mr. Kozemchak has over 29 years experience managing a highly successful team of retirement plan advisors. He and IIC have been routinely recognized by PLANSPONSOR Magazine, Pension & Investments, and the National Association of Plan Advisors as one of the nation’s most accomplished investment consulting teams. 

phone 248-339-9808

 

Paul R. Stephens
IIC Managing Director  
Mr. Stephens has more than 30 years of experience assisting plan sponsors and committees with all facets of plan management including:  investment policy statements, investment selection and monitoring, plan benchmarking, formal vendor RFPs, fee and revenue allocation analysis, vendor management, and legal/regulatory updates.  

phone 248-339-9806

 

Lewis Rowe, AIF®™
IIC Managing Director
Lewis joined IIC with over 30 years of experience working with Qualified Retirement Plans, Administrators, Plan Sponsor Legal Counsel and participants.  Lewis brings expertise in vendor RFPs, vendor management, client relationship services, investment selection and monitoring, plan design, Plan Sponsor Fiduciary Education and employee communications. Working with IIC retained Legal Counsel, Lewis leads IIC’s Plan Governance and Fiduciary Training services to Plan Sponsors and their Retirement Plan Committees.  

phone 248-339-9807

Leah Joyner
IIC Managing Director 

Ms. Joyner has more than 20 years of experience assisting plan sponsors and committees with all facets of benefits including design, budging, forecasting, delivery, RFPs implementation.  Ms. Joyner is considered a professional in all aspect of US Health and Welfare program management.

phone 404-539-7922

Greg Cimmino, CFP®
IIC Managing Director 

Mr. Cimmino has over 30 years of experience in the retirement plan and financial services industry and is focused on and dedicated to serving client's needs as a provider of institutional investment consulting services in the small and medium sized plan space.  

phone 203-907-3532

Tony Ciocca AIF®
IIC Managing Director 

Mr. Ciocca came to IIC from a leadership role at PlanSponsor Pathfinder. He has over 30 years of experience in the retirement plan and Institutional Investment Consulting industry. His expertise includes fiduciary consulting, vendor evaluation, investment oversight, and helping organizations navigate complex retirement plan decisions with client-focused guidance. 

phone 203-907-3532

Check the background of investment professionals