Support: Personalized Service
As part of IFN’s commitment to personalized service, you can count on our knowledgeable associates to provide personal, high-quality service. Our dedication is evident in the details, making it easy to establish and maintain a successful retirement plan.
A well-executed plan requires regular administration to keep the plan in compliance with ever-changing government rules and IRS regulations. The full-service administration allows you to focus on what’s most important – your business.
Employees often find the amount of information related to their retirement plan overwhelming. IFN makes it simple for your employees to understand the benefits they receive when they participate in your retirement plan program. Educational materials and investment tools are provided to help employees make informed, sound decisions to meet their retirement needs.
Educational Materials:
- Customized enrollment kits
- Risk tolerance questionnaire
- Detailed fund profiles and performance reports
Online Access:
- Financial calculators
- Account access
- In-depth education materials
- Access to Participant Service representative
Customized Plan Proposals for:
- 401(k)
- Owner-only
- Profit sharing
- Cross-tested
- ERISA 403(b)
- DB(k)
| NEEDS | SOLUTIONS |
|---|---|
| Strong Plan Features | Flexible plan design and administration services |
| QDIA Option | Choice of target-date and risk-based portfolios |
| Fund Performance Information | Monthly performance reports |
| Convenient Contributions | · Automated Clearing House (ACH) · Internet Contribution Submission (ICS) |
| Participant Enrollment Materials | Customized, easy-to-use enrollment kits |
| Plan Updates or Changes | Plan sponsor website |
The Right Company. The Right Solution.
The time is right to team up with IFN to design a retirement plan for you and your employees. We can help smooth the road to retirement for your employees – with a plan that fits your business needs.