Plan Design Consulting

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At Ironwood Retirement Plan Consultants, we are not wealth managers dabbling in retirement plans. We specialize in retirement plans and for over 32 years our belief is that retirement plan success is more than just doing investment reviews and employee meetings.

Having a front-row seat as to how retirement plans can frustrate employers and leave employees unfulfilled I believe our Partnership Process provides a documented process that: reduces liability for plan fiduciaries; services the plan following ERISA and the Department of Labor’s guidelines; and, helps prepare employees for a successful retirement.

As full-service retirement planners and consultants, we operate with our clients’ best interests in mind. We customize solutions for our clients and their employees to meet both their business and financial goals. We utilize our in-depth industry experience, technology, and resources to serve our clients’ best interests.

As members of the Retirement Plan Advisory Group (RPAG), an alliance of accomplished defined contribution advisors in the U.S. representing 60,000 retirement plans, 4 million-plus participants through 425 elite member firms with more than $500 billion in collective Assets Under Influence we’re prepared to handle the most complex retirement plan situation.

Our alliance with RPAG allows us to provide our plan sponsors and plan participants a retirement plan solution complete with Investment Analysis, Fee Benchmarking, Plan Design, Plan Sponsor Education, Participant Education, Fiduciary Education, Financial Wellness Programs and ERISA Compliance.

We are confident our firm has the personnel and expertise to keep your plan in compliance with ERISA, Actuarial Standards of Practice and Department of Labor.

Ironwood Retirement Plan Consultants is a division of Barnes Wealth Management Group, an RIA (Registered Investment Advisor).

 

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