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.
- AIF® - Accredited Investment Fiduciary
- CPFA® - Certified Plan Fiduciary Advisor
- CFP® - CERTIFIED FINANCIAL PLANNER™
- 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!