Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC is a partner company of IOA and is a registered investment advisory firm. They are a group of dedicated specialists focused solely on delivering retirement plan consulting services. Since its inception, it has become a premier independent retirement plan consulting firm, servicing over 70 clients with plan assets exceeding $300 million.
Client services include, but are not limited to:
- Provider Contract Review
- Vendor Benchmarking Analysis
- Provider Pricing Re-negotiation
- Plan Conversion Guidance
- Plan Design Analysis and Plan Participant Data Review
- Compliance Checklist
- Investment Policy Statement
- Fiduciary Investment Review
- Quarterly Scorecard Investment Fund Ranking
- Quarterly Market Summary
- 404(a)/404(c) Guidance
