INTEGRATIVE FINANCIAL STRATEGIES
Updated 7 days ago
22 Sugarloaf Terrace Alamo, CA 94507
A fiduciary consulting firm, we specialize in fiduciary evaluation and guidance to retirement plan sponsors and their investment review committees. Consultants to both qualified and nonqualified defined contribution and defined benefit plans, we help design and implement optimal plan structures, flexible architecture investment platforms and fiduciary liability management systems... We can help you navigate and meet complex regulatory requirements. We are trained specialists in the area of fiduciary consulting and you can be confident that IFS will help you meet your regulatory obligations and keep you up-to-date on all requirement changes in this constantly evolving retirement plan landscape. We map out the full range of your responsibilities and provide a framework for developing a successful, compliant retirement plan... Because we are process-driven, not product-driven, we bring a completely objective, truly analytical approach to the table. We empower you to make fully optimized..