Solutions for Retirement Plan Sponsors
Investment advisory and fiduciary services that help you deliver more effective total retirement solutions.
Investment advisory and fiduciary services that help you deliver more effective total retirement solutions.
As retirement specialists, we have expertise across the full spectrum of qualified and nonqualified retirement plans, including 401(k), 403(b), defined benefit, and deferred compensation plans.
Process
With more than 25 years of continuous focus, learning, and reinvestment, we have developed an unrivaled depth of resources, plus industry leverage and first-person access that allow us to negotiate better fees and services. We use these tools to create successful results for our clients.
For 401(k), defined benefit, and nonqualified plan sponsors seeking investment management or discretionary services.
This Is MeFor educational organizations in search of a trusted advisor to help them optimize their retirement plans.
This Is MeFor healthcare organizations looking to make well-informed investment decisions and manage fiduciary risk.
This Is MeFor nonprofits looking to leverage expert resources to help address their investment, spending, governance, and donor development challenges.
This Is MeFor tax-exempt government organizations that sponsor 403(b) or 457(b) retirement savings plans.
This Is MeThis complimentary retirement plan review gives you a chance to evaluate our services and gain a deeper understanding of what IPL Wealth & Asset Management can do for you. Our plan review covers topics such as fund fees, performance, recordkeeper fees, and more. For us, it’s a chance to get to know you so we can do a better job faster once you become a IPL Wealth & Asset Management client.
