PENSION/RETIREMENT PLANNING
A corporate retirement plan should be designed and implemented to offer
the following benefits:
- Independence
- Flexibility
- Investment Performance
- Ability to Diversify
- Cost Minimization
- Communication/Education
- Compliance
- State of the Art Technology
Through our partnership with New England’s leading Third Party Administrator,
Retirement Alliance, Inc., and Custodians Charles Schwab & Co. and Fidelity
Investments, we are able to provide your company with a state of the art
program that is both user friendly and technologically advanced.
Using IPIC, Inc. as the plan’s Investment Adviser and Plan Coordinator,
we are able to select investments for your plan, monitor their performance
and help your employees to invest appropriately.
Using group meetings, one-on-one interaction and educational tools designed
for both novice and sophisticated investors, we will successfully maximize
the total benefit to your company. Internet access is provided to simplify
and enhance the management of a participant’s account and a toll free
number is provided to assist clients on a more personal level.
Please feel free to contact us at our Keene, New Hampshire address or
e-mail jrubin@ipgbenefits.com for more specific information about how we
may help you and your company.
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