Retirement Planning
Getting with the program now, saves time later.
IOA 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.
If you don’t plan, you might not be able to participate! IOA knows the importance of planning ahead now, so you can arrive ahead of the game later.
For more information about the IOA Retirement Planning Services, call (866) 657-401k or email GroupBenefits@ioausa.com.