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Retirement Plans

What’s the best way to handle the complexities of qualified retirement plans and plan fiduciary responsibilities?

How can I use retirement plans to achieve HR and business goals without running afoul of ERISA, IRS and DOL requirements? Is there a proactive way to identify and resolve plan qualification issues? How can I address challenges that go beyond the experience of our existing retirement plan advisor?

Independent Benefit Services (iBEN) helps you find all the right answers.

We’re not your typical retirement plan brokers. We’re retirement plan specialists. That means we help you with investment due diligence and plan design, administration and compliance for 401(k), 403(b), profit sharing and other retirement plans. That’s a vital difference given the complexity of today’s investment climate and ERISA, DOL and IRS regulations — and the consequences for making mistakes.

Whether you have a few dozen or a few thousand employees, our retirement plan specialists create perfect-fit retirement plans. We give you solid guidance on every aspect of your plan, from fiduciary issues and education, to investments, compliance and administration. In addition, we use our thorough knowledge of your organization to develop procedures for identifying and resolving plan qualification issues before they trigger IRS or DOL problems. We also regularly benchmark your plan against what similar organizations offer to keep your plan competitive — and effective at driving loyalty and performance.