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Retirement Plan Consulting

ISC Financial Advisors will be your Fiduciary Partner helping you navigate the ever-changing landscape of retirement plan management. With over thirty years of qualified plan experience, we are uniquely qualified to work with your investment committee.

We assist your committee with:

  • Creating an appropriate plan design
  • Developing an Investment Policy Statement
  • Implementing a Fiduciary process and a Fiduciary File
  • Improving employee participation and deferral rates
  • Quality and relevant employee education
  • One-on-one employee meetings with CFPs
  • Trustee education
  • Continuous management and monitoring for your plan.

The ISC Financial Advisors team is highly credentialed at multiple levels.

Fiduciary Guidance

  • AIF® - Accredited Investment Fiduciary
  • CPFA® - Certified Plan Fiduciary Advisor

Employee Education

  • ChFC® - Chartered Financial Consultant

Investment Selection and Monitoring

  • MSAPM - Masters of Securities Analysis and Portfolio Management

We provide excellent and responsive service. There is a reason our clients don’t leave!