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IOA Retirement Plan Services
Insurance Office of America has recognized the value
of providing an unbiased consulting service to assist
our clients in the design and implementation of employee
retirement programs. The key ingredients that make a
good plan great are investments, service, and expenses.
All three of these items need to be considered when
making the final decision on a plan.
We look for providers with a diversified list of high
rated investments from multiple fund families. We offer
hands on service to the employer and the employees in
addition to seeking a pension company that offers great
services from a strong, reliable staff. Finally, we
look for the lowest cost without sacrificing the stellar
investments and outstanding service.
The goal of IOA's Retirement Service Team is to provide
the best quality consulting service possible by:
- Delivering prompt, responsive service
- Offering qualified and experienced personnel to
handle out client's and the plans needs
- Understanding the client and its needs and using
only a "tailor made" approach
- Increasing participation through effective, clear,
concise and ongoing communication
- Performing value added service by always identifying
opportunities to improve plan awareness
- Reducing the overall cost of our clients' investment
into the plan
Click on the links below to provide a detailed
outline of IOA's retirement services.
Plan Level Services
Participant Level Services
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