It is wise to add as much value for your employees as you can for the money you are spending!

Often our relationships begin due to some pain point employers are experiencing in their current service relationships.

We have several focus areas when it comes to retirement plans depending on the phase and goal of the business providing the plan but these range pretty wildly in our experiences.  Here are just a few of them:

  • Employee retention
  • Max tax savings for highly compensated or owners
  • Comprehension and guidance on laws
  • Plan design assistance and structure
  • Addressing liability

On call with responsive service

We feel that retirement plans are a complicated portion of the market that not only requires a specialized level of service but also a understanding of the market.

Aim to protect yourself from lawsuits - know the risks

Retirement plans can have a lot of hidden costs if things go wrong. Be sure you understand the truth behind how to best structure yours.

We help assess plan investment options

In todays’ market, we find many plans just do not have the appropriate investment allocation options for owners, highly compensated and their workforce.

Cost of plans - fee vs commissions

The cost of a retirement plan is certainly a factor. Knowing the difference in fee versus commissions could be worth learning.

Employee education

At IWP we feel that the retirement plan is really just the beginning.  We know that businesses actually care about their employees and want what is in their best interest.  That is why at IWP we focus our energy on the people in the plan and how to best help them.   We offer a wide array of educational type services to our plan providers at no additional cost.

Here is just a brief list of some of the services that are often most helpful to plan participants

  • Plan comprehension and investment options
  • Economic swings and consistency
  • College savings strategies
  • Insurance coaching and guidance

Small Employers

(1-9 employees)

Medium employers



With no proprietary product or quotas, we offer access to a broad universe of products and services from different companies to meet your needs.

You can feel confident that your consultant at Innovative Wealth Partners has the access to comprehensive research, infrastructure, and support systems that help manage your financial life.

We look forward to serving you!