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.
A primary element of fulfilling the fiduciary duty of the advisor is to provide a robust and straightforward investment monitoring program. IFA’s Quarterly Performance Monitoring report provides fund performance data for the investments in the plan as well as performance of relevant benchmarks.
As your investment advisor, IFA will ensure that all tasks are completed compliantly and with the greatest efficiency. From determining plan objectives, structure, requirements and disclosures to establishing the investment policy statement, fiduciary best practices and participant communications – we’ve got it covered.
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: