chase your passion, not your pension

IPS Fiduciary 401K Advisors Can Chart Your Course

Our firm assists business owners and plan sponsors in setting intentions for their company and implementing a retirement plan that supports the success of both the business and its employees. We take on the responsibility of managing the retirement plan, freeing up our clients’ time to focus on managing their business.

We service any of the following Group Retirement Plans:

  • Employer-Sponsored Retirement Plans
    • Traditional 401(k)
    • Profit-Sharing Plans
    • Solo 401(k)
    • Simple IRA Plans
    • SEP IRA Plans
    • Defined Benefit Plans
    • Cash Balance
  • Open-Architeched 401(k) Plans
  • 3(38) Investment Management for Non-Fiduciary Advisors
  • Independent Fiduciary Reviews