The customized Plan Sponsor services are designed to guide you, alleviate the administrative burden and provide ongoing support, monitoring, governance and communication to help ensure plan success.

Dedicated Relationship Manager

An IFA Wealth Advisor is committed to the highest standard of care for you, your organization and your plan participants. As your central point of contact, IFA acts as your quarterback to ensure all moving pieces and involved parties are aligned.

Service Provider Management

An IFA retirement plan brings together the flexibility of unbundled retirement service providers with leadership that delivers the convenience found in a bundled plan. IFA's “Unbundled Bundled” approach provides unbiased, industry-leading providers and competitive pricing. These industry-leading partners are selected and monitored for their outstanding service capabilities, competitive costs and shared commitment to excellence for both plan sponsors and plan participants.

Your service provider selection process should be diligent and personalized to the organization's needs. Not every service provider is right for your plan. IFA is able to guide you to the “best-fit” service partners, as well as assist in the contract negotiations, transition process and/or conversion support and benchmarking of fees and services and plan participants.

Plan Sponsor

Service Providers

Investment Fund Manager

Third-Party Administrator

Recordkeeper

Payroll Provider

Trustee/Custodian

Consultants

Plan Communications & Participation

IFA provides a full-suite of tools and resources to help support the process, set standards, ensure compliance and achieve maximum participation:

Enrollment Kit

Plan Governance
Tool Kit

Quarterly
Reporting

Retirement
Analyzer

Marketing
Communications