Retirement Services

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