• Retirement plans......

    Business is complicated enough….allow us to customize options for you to take advantage of what you have to work with.

  • Retirement plans....

    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

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

What size plan are you interested in learning more about?


We welcome the idea of questions!  Bring one bring all, we don’t expect you to jump on board without doing your homework first!

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