Ensuring the profitability of your business requires substantial time and hard work. Integrity Financial Corporation helps business owners and executives evaluate and make smart financial planning decisions on behalf of their business. Our firm specializes in 401k plans for small to mid-size companies. Our flagship 401k client is the Association of Washington Business (AWB) in Olympia.
The IFC Retirement Plan Solution
Integrity Financial provides a unique and comprehensive 6-Step retirement plan solution for your company:
• Step 1: The Retirement Plan Evaluator: Our easy-to-use tool provides you with an evaluation of your company’s retirement plan objectives and concerns and an analysis of other plan solutions. We’ll also discuss and review funding strategies for fee administration.
• Step 2: The Retirement Plan Optimizer: We conduct a feasibility study to help maximize the tax benefits of your retirement program for both your company and your employees.
• Step 3: The Fiduciary Shield: Meeting your fiduciary responsibilities can be a complex process. We help control risk by developing a formal investment policy statement and establishing clear criteria for selecting and monitoring investment managers.
• Step 4: The RFP Manager: We’re on your team. We’ll sit on your side of the negotiating table to walk you through the RFP (request-for-proposal) process, manage the flow of information, analyze and review proposal and guide you in making an informed and knowledgeable decision.
• Step 5: The Educational Experience: We manage every step of the transition form your current retirement program to your new program. We enroll your employees and educate them on the benefits of their new program. We’ll ensure their satisfaction through quarterly, semi-annual and annual education and financial planning seminars.
• Step 6: The Wealthcare Monitor: We’ll manage the health and welfare of your retirement program over its lifetime, advising you on regulatory changes, program enhancements and investment due diligence on a quarterly or semi-annual basis.
The IFC Retirement Plan Solution Value
Engaging an independent 401(k) advisor to help you navigate through the complexities of the qualified retirement plan landscape has proven invaluable to our clients. Our value is best articulated as follows:
• Boutique Firm that provides Objective and Unbiased 401(k) Consulting
• On-site Financial Planning and Advice for Participants
• Fiduciary Best Practice Solutions
• Proficient Selection of Investments to include in your Plan
• Customized and Sophisticated Plan Design
• Personalized Support for HR Manager
• 56 Point Annual Plan Inspection
• Retirement Plan Benchmarking related to your Industry
• On-site Enrollment and Educational Services
• Partnership in Creating an Investment Policy Statement
Our state-of-the-art processes will provide greater employee satisfaction and participation, while reducing plan anxiety by the sponsors. As a boutique consulting practice, we distinguish ourselves by tailoring solutions to the unique needs of our clients. Integrity Financial Corporation welcomes the opportunity to serve you, and we look forward to a long and rewarding relationship with you.
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It is necessary to understand the need for approaching a financial planning advisor. Clients should be clear about the financial goals that they need to achieve, as well as the specified areas to get expertise.
financial planning advisor
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