Today’s retirement plans require more than selecting investments. iQ401k® combines retirement plan consulting, institutional investment management, fiduciary governance, and customized plan design to help Plan Sponsors deliver better retirement outcomes, simplify plan administration, and fulfill their fiduciary responsibilities.
Access to non-proprietary investments and unbiased advice from the best-in-class service providers.
A simple, transparent flat-fee structure – as low as 0.05% annually for larger plans. Flexible fee model for smaller plans.
Access to private real estate, private equity, private credit, and private debt funds. Traditional plans limit you to mutual funds and ETFs.
Instantly evaluate your company’s 401(k) plan to uncover hidden fees, benchmark performance, and boost employee satisfaction – without the guesswork.
Provides discretionary investment oversight and plan participant support under ERISA 3(38) capacity.
Responsible for tasks, such as compliance testing and Form 5500 preparation.
Recommendations based on risk profile
An hour of consulting per year per participant
Build financial knowledge for a more successful retirement
Free access to E-Money Advisor financial tools
