Independent Pension Consultants, Ltd. ("IPC") is a nationally
recognized plan administration and consulting firm that specializes in
providing plan design, daily administration and investment advisory services.
Utilizing state-of-the-art computer hardware and software, the goal of our
dedicated staff is to offer innovative, timely and cost effective solutions
that increase productivity, reduce the chance for error and pass the cost
savings on to the client.
We have a plan for you . . .
We will design and implement a plan tailored to meet the needs of
your company. Through our knowledge of pension administration, and experience
with investment and insurance companies, we will put the pieces of the puzzle
together for you. Once your plan is installed we will still be here to answer
as many questions as you may have.
Choose the investment vehicle you want . . .
Although we provide daily recordkeeping services, you are free to
choose your own investment provider. Or, if you prefer choosing our bundled
recordkeeping administration approach, you have one place to call for all your
retirement planning needs.
Communication to your employees . . .
Your retirement plan is not a success unless your employees
understand and enroll. We will conduct regular enrollment meetings to optimize
enrollment and keep current participants informed. Your employees will want to
know how their funds are performing and if there are any new features to the
plan. Our service representatives will provide whatever is needed to answer
your employees' questions about their personal situation.
Routine maintenance . . .
Every retirement plan has routine tasks to be performed, such as
maintaining accurate employee information, processing employee termination
paperwork, and insuring compliance with government regulations. A plan is not
running well if you feel overwhelmed with paperwork and other tedious tasks. We
will assist you in implementing procedures to follow to complete routine tasks
in an efficient manner.
Keeping your plan in compliance . . .
In order to keep your plan a "qualified" plan, several tests need
to be performed to ensure it remains in compliance. The regulations imposed on
retirement plans are complex and constantly changing. At IPC we will make sure
your plan stays within guidelines through periodic check-ups, yearly filing
with the Internal Revenue Service and Department of Labor, and by keeping
abreast of changes in regulations.
