Integrated benchmarking and RFP reports that enable our clients to evaluate their plans, fees, services and investments.
B3 reduces the time to create meaningful reports by 90 percent.
The Fiduciary Fitness Program (FFP) is an independent compliance tool to measure the health of a retirement plan. Our program provides resources to identify potential weakness in your plan and remedy through education, diligence and process.
Program Components:
A virtual plan information storage warehouse that keeps the benefits you bring to clients in front of them even when you’re not.
Direct your clients to www.fiduciarybriefcase.com or add the login widget to your own website.
Seamlessly syncs plan-level information from provider to your portal.
Aligns target-date fund selection process with recent Department of Labor guidelines.
Ironwood Retirement Plan Consultants
Office: 661-735-1558
Fax: 661-840-5571
5060 California Avenue, Suite 600
Bakersfield, CA 93309
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC., Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Barnes Wealth Management Group are not affiliated companies. Not FDIC insured. Not bank guaranteed. May lose value, including loss of principal. Not insured by any state or federal agency
The Purshe Kaplan Sterling Investments representative associated with this website may discuss and/or transact securities business only with residents of the following states: California (CA), Michigan (MI), Oklahoma (OK), Oregon (OR), and Pennsylvania (PA).
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