Partner with an Experienced Fiduciary
Fact: Retirement plan sponsors have legal exposure to employee lawsuits over high fees, inadequate disclosures, and poor investment options.
We operate as a fiduciary to our retirement plan clients. We can reduce liability by taking on investment selection, monitoring, and replacement within your company’s retirement plan, giving you an extra layer of legal protection. We safeguard your business against unforeseen risk.
Transparency and communication are key. Conflicted advice in the form of undisclosed fees and revenue sharing costs American savers and investors billions each year. We are a 100% fee-only firm, which means our retirement plan advisors never get paid to sell you anything. Avoiding pumped up investments and overrated financial products is essential. Eliminating these incentives creates conflict-free advice that’s aligned with your business and employees goals.
A Tailored Plan Improves Employee Retirement Readiness
We believe many retirement plan advisors make two mistakes for the same reason – lack of tailoring of the retirement plan.
- Employees are burdened with too many options they don’t understand
- A retirement plan is selected with only a few high cost options
When faced with too many options your employees have trouble determining the best choice, which results in indecisiveness, unhappiness, and analysis by paralysis. When faced with high cost options, employee participation is diminished.
We are focused on maximizing your employees’ retirement readiness. We know simplified investment options that minimize plan costs and provide fee transparency increases retirement readiness of your employees. Happy employees take better care of your business. Trust IMS to help build your retirement plan.
The tax deadline has extended from April 15, 2021 to May 17, 2021, and with it comes an extension for making contributions to your Individual...
Hire a Coach or Go it Alone? Note: There are many ways to describe someone running your life's heard-earned savings. Whatever you call it [financial...
What does babysitting my money and my children have in common? When the kids were little and I hired someone to babysit our three girls, I expected...