ABOUT

Ironwood Retirement Plan Consultants

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

Understanding how retirement plans can frustrate employers and leave employees falling short when it comes time to retire, we have developed process that guide employers through the quagmire of ERISA and Department of Labor rules and regulations; reduce liability for plan fiduciaries; and ultimately help employees prepare for a more 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, 5 million-plus plan participants through 425 elite member firms with more than $600 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 IRPC has the personnel and expertise to keep your plan in compliance with ERISA, Actuarial Standards of Practice and the Department of Labor.


Our Mission Statement

The Mission of Ironwood Retirement Plan Consultants (IRPC) is To Help our Clients Achieve a Comfortable Retirement

Our Value Statement

The values of Ironwood Retirement Plan Consultants are embodied in the model standards of exemplary professional conduct of the Society of Financial Service Professionals:

Fairness

A member shall perform services in a manner that respects the interests of all those he/she serves, including clients, principals, partners, employees, and employers. A member shall disclose conflicts of interests in providing such services.

Fairness requires that a professional treat others as he/she would wish to be treated if in the other’s position. A professional also strives to avoid unfairness by inflicting no unnecessary harm on others and, when possible, shielding others from harm.

Competence

A member shall continually improve his/her professional knowledge, skill, and competence.

Professionalism starts with technical competence. The knowledge and skills held by a professional are of a high level, difficult to attain, and, therefore, not held by the general public. Competence not only includes the initial acquisition of this specialized knowledge and skill, but also requires continued learning and practice.


Confidentiality

A member shall respect the confidentiality of any information entrusted to, or obtained in the course of, the member’s business or professional activities.

A financial service professional often gains access to client records and company information of a sensitive nature. Each Society member must maintain the highest level of confidentiality with regard to this information.

Integrity

A member shall provide professional services with integrity and shall place the client’s interest above his/her own.

Integrity involves honesty and trust. A professional’s honesty and candor should not be subordinate to personal gain or advantage. To be dishonest with others is to use them for one’s own purposes.

Diligence

A member shall act with patience, timeliness, and consistency in the fulfillment of his/her professional duties.

A professional works diligently. Knowledge and skill alone are not adequate. A professional must apply these attributes in a prompt and thorough manner in the service of others.

Professionalism

A member shall assist in raising professional standards in the financial services industry.

A member’s conduct in all matters shall reflect credit upon the financial services profession. A member has an obligation to cooperate with Society members, and other financial service professionals, to enhance and maintain the profession’s public image and to work together to improve the quality of services rendered.

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