IBP Financial Services is a leader in providing focused, full-service 401(k) consulting services to employers looking for efficient, effective solutions needed to maintain a highly successful retirement plan. As a 401(k) plan sponsor - What are you doing to . . .
Services IBP Financial Services will partner with you to provide the insight and expertise to design, develop, implement and monitor a state of the art 401(k) plan. Specific services available include:
Maximize Plan Efficiency Every plan sponsor has unique goals and objectives. As your dedicated 401(k) consultant, IBP Financial Services will create an ongoing service plan specific to your needs. The service cycle begins with a thorough review of your plan to ensure total plan costs are relevant to the services being received. On an ongoing basis, your relationship manager will examine your plan design with ideas to improve participation and operational efficiency. Services include :
Protect Against Loss IBP Financial Services helps navigate fiduciary responsibility through robust, systematic, quantitative and qualitative investment analysis involving over 150 pages of detailed reports utilizing 15+ industry standard analytical measurements. Our due diligence process goes far beyond the Morningstar 5-star ratings and instead focuses on a cyclical approach of fund selection, monitoring, and ongoing documentation and review.
Under Promise, Over Deliver IBP Financial Services will provide you a written plan of action detailing the specific services provided, and the corresponding frequency. This enables you to periodically compare the written plan of action with the actual deliverables. We have meaningful relationships with a wide variety of employers over the years and provided dedicated services to plan sponsors nationwide. We are proud of our commitment to excellence and will work hard to develop a strong and lasting partnership. IBP Financial Services Key Drivers for Success:
Investment Due Diligence Program Overview Without a sound investment due diligence process, plan fiduciaries may be personally liable for poor employee investment returns. IBP Financial Services helps plan sponsors address these issues, from establishing the Investment Policy Statement to the ongoing selection, monitoring and recommendations of the plan’s investments.
How To Engage Our Services IBP Financial Services may be hired on a consulting basis either for a specific project or for ongoing service. All of our fees are fully disclosed. To learn more how IBP Financial Services creates successful retirement plan experiences for employers and employees, please call us at 408-363-6004 or email 401k@ibpfs.com
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