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Comprehensive and ongoing fiduciary guidance, training and support to mitigate potential liabilities.
RFP driven process to ensure apple-to-apple comparisons and to help maximize a plan’s negotiating leverage
Proprietary fund ranking system that aims to enhance outcomes, manage risks and reduce fiduciary exposure
Advanced risk-based suitability process to identify a “best-fit” target date fund series that is right for your plan.
Plan design assessments that strive to increase an employer’s benefits return on investment (ROI) while striving to enhance participant retirement outcomes.
Highly customized plan participant content structured to help optimize outcomes and increase financial wellness.
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:
Advisor Performance - RPAG members are some of the most respected in the retirement plan consulting industry. Here’s why:
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:
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.