401(k) Advisory Services
Fortune 500 ERISA 401(k) Expertise for the Fortune 5,000,000
International Research provides small and mid-size 401(k) plan sponsors with the tools, institutional grade – low fee - investment options and ERISA and DOL regulatory expertise previously only available to large plans with a staff of internal legal and investment management financial professionals.
Your best interests always come first because we are an SEC Registered Investment Advisor and held to the fiduciary standard of care and legally responsible to act solely in the best interest of the plan. This means we follow the highest ethical standards. We are not affiliated with record keepers, brokerage firms, or mutual fund companies and do not sell or distribute any financial products.
Working together with your investment committee we do the heavy lifting to ensure that you fulfill your fiduciary duties to monitor and improve the financial retirement security and performance of their employees’ retirement nest eggs in the company’s 401(k) plan while staying in full compliance with increasing DOL and SEC regulatory oversight and disclosure regulations.
Small Mid-Sized 401(k) Plan – Advisory Services
Results come from what we Inspect, not from what we Expect
Benchmarking – Plan Assessment to help you understand how your plan stacks up against your peers and where you are on course and if there are tracking errors that are taking you off course and could be costing you and your employees’ big bucks.
Investment Advisory Services to help you make sound customized investment choices to your specific asset allocation. You’ll see how much you and your decisions about your plan’s investment offerings employees can save in fees and improved performance
Participant Education to make it more likely you employees’ investments that formerly were hidden and siphoning off into your service providers and vendors’ pockets in fees, revenue sharing and conflicts of interest will enable them to retire comfortably.
Fiduciary Education for Plan Sponsors to keep you out of trouble with regulators
Plan Provider Searches to save you the time and headaches of doing searches on your own
Complimentary Benchmarking – Plan Assessment
Benchmarking 401(k) services and fees is a cornerstone for large plans and a requirement under Section 408(b)(2). It helps you reconcile the services you receive and what they cost. However for small plans, accessing this level of analysis can be difficult without specialized expertise.
For no obligation or cost, you can receive a service category benchmarking summary for your plan. This report assists you in meeting fiduciary duties independently of plan providers or brokers. To learn more, contact International Research (214) 754-0770, or follow us on Twitter @FiduciaryPro.
“The Retirement Gamble”, a PBS Frontline documentary, looks critically at inherent conflicts between the financial services industry and investors. The program frames these complex issues in an easy to understand manner which is helpful for sponsors of 401(k) plans with fiduciary responsibility. Click here to learn more about the Retirement Crisis in the U.S. and how a growing number of companies are relying on International Research’s 401(k) Advisory Services to help eliminate unnecessary corrosive fees and conflicts of interest that can devastate your employees’ 401(k) nest egg.
International Research provides small and mid-size 401(k) plan sponsors with the tools, institutional grade – low fee - investment options and ERISA and DOL regulatory expertise previously only available to large plans with a staff of internal legal and investment management financial professionals.
Your best interests always come first because we are an SEC Registered Investment Advisor and held to the fiduciary standard of care and legally responsible to act solely in the best interest of the plan. This means we follow the highest ethical standards. We are not affiliated with record keepers, brokerage firms, or mutual fund companies and do not sell or distribute any financial products.
Working together with your investment committee we do the heavy lifting to ensure that you fulfill your fiduciary duties to monitor and improve the financial retirement security and performance of their employees’ retirement nest eggs in the company’s 401(k) plan while staying in full compliance with increasing DOL and SEC regulatory oversight and disclosure regulations.
Small Mid-Sized 401(k) Plan – Advisory Services
Results come from what we Inspect, not from what we Expect
Benchmarking – Plan Assessment to help you understand how your plan stacks up against your peers and where you are on course and if there are tracking errors that are taking you off course and could be costing you and your employees’ big bucks.
Investment Advisory Services to help you make sound customized investment choices to your specific asset allocation. You’ll see how much you and your decisions about your plan’s investment offerings employees can save in fees and improved performance
Participant Education to make it more likely you employees’ investments that formerly were hidden and siphoning off into your service providers and vendors’ pockets in fees, revenue sharing and conflicts of interest will enable them to retire comfortably.
Fiduciary Education for Plan Sponsors to keep you out of trouble with regulators
Plan Provider Searches to save you the time and headaches of doing searches on your own
Complimentary Benchmarking – Plan Assessment
Benchmarking 401(k) services and fees is a cornerstone for large plans and a requirement under Section 408(b)(2). It helps you reconcile the services you receive and what they cost. However for small plans, accessing this level of analysis can be difficult without specialized expertise.
For no obligation or cost, you can receive a service category benchmarking summary for your plan. This report assists you in meeting fiduciary duties independently of plan providers or brokers. To learn more, contact International Research (214) 754-0770, or follow us on Twitter @FiduciaryPro.
“The Retirement Gamble”, a PBS Frontline documentary, looks critically at inherent conflicts between the financial services industry and investors. The program frames these complex issues in an easy to understand manner which is helpful for sponsors of 401(k) plans with fiduciary responsibility. Click here to learn more about the Retirement Crisis in the U.S. and how a growing number of companies are relying on International Research’s 401(k) Advisory Services to help eliminate unnecessary corrosive fees and conflicts of interest that can devastate your employees’ 401(k) nest egg.