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Retirement Plan Solutions

Fiduciary Support

Comprehensive and ongoing fiduciary guidance, training and support to mitigate potential liabilities.


Fee Benchmarking

RFP driven process to ensure apple-to-apple comparisons and to help maximize a plan’s negotiating leverage


Investment Analysis

Proprietary fund ranking system that aims to enhance outcomes, manage risks and reduce fiduciary exposure


Target Date Fund Consulting

Advanced risk-based suitability process to identify a “best-fit” target date fund series that is right for your plan.


Courageous Plan Design

Plan design assessments that strive to increase an employer’s benefits return on investment (ROI) while striving to enhance participant retirement outcomes.

Employee Engagement

Highly customized plan participant content structured to help optimize outcomes and increase financial wellness.

Objectivity and attention of an independent advisor, strength and resources of a national leader.

Objectivity and attention of an independent advisor, strength and resources of a national leader.

Plan sponsors place high value on performance and trust in a relationship. That’s why we joined Retirement Plan Advisory Group (RPAG)—to offer with conviction one of the clearest choices in retirement plan consulting firms. IVC Wealth Advisors is a member of one of the nation’s leading alliance of accomplished advisors, whose knowledge, expertise and ingenuity combine to create tangible value for sponsors and participants of qualified and nonqualified retirement plans.

 Benefits to Plan Sponsors - As one of the nation’s largest provider of practice management resources for retirement plan consultants, RPAG works alongside our team to help empower and equip their practice with research, technology and delivery systems that produce measurable results. For you, it can mean the welcomed confidence of:

  • 360° metrics on investment due diligence, plan compliance, and fee benchmarking
  • Shared knowledge and applied analysis
  • Non-alignment with any single plan provider for impartial, objective, and balanced advisory services

Advisor Performance - RPAG members are some of the most respected in the retirement plan consulting industry. Here’s why:

  • Strategic and tactical expertise above industry standards
  • Professional energy, efficiency and effectiveness
  • Inspired to listen, understand, interact in a meaningful way
  • Deliver best practices and execute with discipline

RPAG Resources - IVC Wealth Advisors maintains full plan accountability through RPAG’s advanced systems and processes that are governed by a robust technology platform. The RPAG platform is utilized by over 2,000 member firms that collectively account for over $700 billion in assets under influence as of January 1, 2021 and service over 65,000 plans. Count on these technology benefits:

  • Proprietary Scorecard System™ delivers quantitative and qualitative metrics on the entire universe of 25,000+ funds and dozens of investment platforms
  • Fiduciary Fitness Program™ for holistic plan compliance to better protect fiduciaries and prepare plan participants
  • Provider Analysis℠ for unparalleled fee, service and investment benchmarking of over 100 service providers
  • 24/7 access to detailed plan performance reports through the Fiduciary Briefcase virtual online portal
IVC Named NAPA Top DC Advisor Team 2022<br/>

IVC Named NAPA Top DC Advisor Team 2022

The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms. Sure, we know it’s not just about the numbers – but the reality is that NAPA members are having a huge impact every single day, not just on the quality of retirement plan advice, but also in building a more financially secure retirement for millions of Americans. Unlike other lists, this focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. It is based on self-reported assets under advisement as of December 31, 2022, unless otherwise noted. We appreciate the commitment and hard work of the teams acknowledged – and are proud to have the opportunity to share it here.

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