By design, IC360°'s competency in this space is limited but effective. We limit ourselves to plans with less than 50 participants. Our objective is to be sure we deliver on our fiduciary responsibility given the increase regulatory demands on plan sponsors. To us, every plan participant is seen as a client. It is this care and attention that makes us a differentiator in this space. To the business owner, key executive, or HR Manager in charge of plan design and implementation, our promise to you is to deliver a solution that you will be proud to introduce across your enterprise.

Our strategic solutions include:

• Defined Contribution Plan consulting services
  • 401K Plan
  • Profit-Sharing Plan
  • Thrift Savings Plan
  • Employee Stock Ownership Plan
• Defined Benefit Plan consulting services
  • Cash-Balance Plan
• Non-Qualified Plan consulting services
  • Deferred Compensation Plan
• Investment Advisory services as a Fiduciary
  • Investment Options Search and Selection
  • Cost Analysis
  • Benefit Analysis
• Quarterly Investment Reviews
• Complimentary IC360° Comprehensive Financial Plan for every active participant of the plan

We focus on clients’ financial lives with a 360° personalized perspective