401(K) & BUSINESS RETIREMENT PLANS

We understand that an employer-sponsored retirement plan is one of the most important employee benefits you can offer to your valued employees. Selecting and monitoring a qualified retirement plan can be overwhelming for even the most diligent plan sponsor. IDA has developed a team of experienced, qualified retirement plan professionals dedicated to helping plan sponsors manage their responsibilities.

Our specialty and expertise lies in minimizing your fiduciary liability while maximizing investment opportunities, ensuring plan compliance, and helping plan participants achieve long-term financial security. With an objective and unbiased approach, IDA will help you select, implement, and manage a robust qualified retirement plan that will meet your goals and objectives.

As your retirement plan advocate and consultant, our core services include:

Fiduciary Investment Advice

Avoids conflicts and helps improve investment outcomes

Custom Plan Design

Optimizes your plan

Employee Education

Designed to engage employees and get them on a savings path

Plan Benchmarking

Validates service providers and keeps plan current

Co-Fiduciary Services

Proactively reduces your risk and exposure

Plan Sponsor Resources

Saves time allowing you to focus on your business

WE ARE FIDUCIARY ADVISeRS

A financial adviser held to a fiduciary standard occupies a position of special trust and confidence when working with a client. As a fiduciary, the financial adviser is required to act with undivided loyalty to the client.

fi·du·ci·ar·y

info@idawealth.com
(888) 401-2083

Carlsbad, CA (760) 707-5555
Murrieta, CA (951) 290-5020
Scottsdale, AZ (480) 998-2995
Big Pine Key, FL (305) 853-5899
Fort Worth, TX (888) 401-2083
La Jolla, CA (888) 401-2083