Who we are
International Research and Asset Management provides small and mid-size 401(k) plan sponsors with the tools, institutional grade – low fee - investment options and ERISA and DOL regulatory expertise typically found within large companies with inhouse staff of 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. 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. |
Why International Research?Every year, your role as a 401(k) plan sponsor becomes more complicated. Stewardship concerns and fiduciary risk make your job more challenging than ever. Yet the need to stay focused on your mission of improving the financial security of your plan participants has never been more crucial.
The good news is that's our mission, too. We come alongside you with some of the industry's deepest consulting expertise.
You can rely on us for the expertise to disclose and reconcile these fees for your ERISA 408(b)(2) compliance file. International Research is a legally responsible fiduciary acting solely in the best interest of the plan. We are on your side Why is International Research and Asset Management services cost effective? We have no products to sell. Our objectives are simple; to ensure your participants have a financially secure retirement and to remove the pressure of Fiduciary stewardship from your committee. |