Innovative Investment Fiduciaries specializes in providing retirement plan management and consulting services to qualified and non-qualified deferred compensation retirement plans, including cash balance plans. The firm assists plan sponsors with selecting investment platforms, establishing investment options for participants, and managing plan assets under federal retirement plan rules where applicable. Innovative Investment Fiduciaries also provides guidance on 401(k) plan assets maintained by individuals through their employers. The firm does not offer personal financial planning services such as estate planning, tax planning, or insurance implementation, but may refer clients to affiliated or third-party professionals for those needs.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.