Employer-Sponsored Retirement Plans

This is where our value proposition -- "professional money management for the people who need it most" -- truly comes to life. We are committed to making investment advice accessible and affordable to people in all walks of life and at every income level.

We provide investment education and advice to company retirement plan participants for an affordable flat fee of $1.00 a day (or $0.50 a day for accounts less than $40,000). We profile our clients' investment temperament, match them to a portfolio model, and then manage everything from there.

Enhance your 401(k) without changing a thing

Best of all, whether you're the employer or an employee, you can facilitate this without making any changes to your 401(k) plan design or administration.

Employer Benefits:

• No cost and no hassle
• Increased participation and contribution rates
• Conformity with the Pension Protection Act
• Transfer of fiduciary responsibility to I-Pension

Employee Benefits:

• Professional money management
• Low cost
• Confidence to save more
• Personal investment advisor -- you'll talk with the same advisor every time you call