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Group Retirement Plans
Retirement Plans are intended to provide a benefit for employees and owners, but too often the costs and risks are unknown. As a fiduciary, Integrity Advisory is platform agnostic, so our goal is to place you with a company that best fits your needs.
Business owners should also be protected from the burden of investment selection. We offer full 3(38) investment fiduciary coverage on all plans, and for those offices where daily plan logistics are a challenge we can offer 3(16) fiduciary coverage through our third-party administrators.
How We Are Different:
- Platform Agnostic: We put you with a provider that fits you
- Fiduciary Standard: We don't sell on commission, and your interests always come first
- Investment Integrity: We don't offer our own investment funds to your employees to make extra revenue.
Services We Offer:
- Individualized meetings for you and your employees
- Annual review of plan performance
- Annual benchmarking toward a plan/participant goal
- Price comparison at least every 3 years
- Group 529 Plans: Helping employees save for college
- Access to preferred partners
- Business Consulting
- Healthcare Captive
- Among many others