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Institutional Investment Consulting

Provider Benchmark Project w/Vendor Search. Non-Qualified Deferred Compensation Plans. SEE HOW WE CAN HELP. WORKING TO MEET YOUR NEEDS. IIC takes a holistic approach to plan consulting. IIC takes a very holistic approach to plan consulting that includes support with Plan Documents, Plan Architecture, Plan Communication, Investments, Corporate Governance and Vendor management. We are a national, objective, single-source provider of institutional investment consulting services. Michael W. Kozemchak,. Retir...

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CONTACTS AT IIC-USA.COM

Institutional Investment Consulting

Michael Kozemchak

7 West S●●●●●●●●ake Road

Bloom●●●●●Hills , Michigan, 48302

US

248.●●●●9808

248.●●●●9809

mk●●●●●●●●@cantella.com

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Cantella IT

2 Ol●●●●r St

Bo●●on , MA, 02109

US

800.●●●●4821

no●●●●@queldor.com

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Cantella IT

2 Ol●●●●r St

Bo●●on , MA, 02109

US

800.●●●●4821

no●●●●@queldor.com

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Institutional Investment Consulting | iic-usa.com Reviews

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Provider Benchmark Project w/Vendor Search. Non-Qualified Deferred Compensation Plans. SEE HOW WE CAN HELP. WORKING TO MEET YOUR NEEDS. IIC takes a holistic approach to plan consulting. IIC takes a very holistic approach to plan consulting that includes support with Plan Documents, Plan Architecture, Plan Communication, Investments, Corporate Governance and Vendor management. We are a national, objective, single-source provider of institutional investment consulting services. Michael W. Kozemchak,. Retir...

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2 provider benchmark project

3 ongoing plan servicing

4 defined contribution plans

5 defined benefit plans

6 conversion support services

7 our team

8 about iic

9 resources

10 awards and accolades

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Institutional Investment Consulting | iic-usa.com Reviews

https://iic-usa.com

Provider Benchmark Project w/Vendor Search. Non-Qualified Deferred Compensation Plans. SEE HOW WE CAN HELP. WORKING TO MEET YOUR NEEDS. IIC takes a holistic approach to plan consulting. IIC takes a very holistic approach to plan consulting that includes support with Plan Documents, Plan Architecture, Plan Communication, Investments, Corporate Governance and Vendor management. We are a national, objective, single-source provider of institutional investment consulting services. Michael W. Kozemchak,. Retir...

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iic-usa.com

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Institutional Investment Consulting

http://www.iic-usa.com/info.html

Provider Benchmark w/ Vendor Search. Financial Regulation and Consequences on America's Retirement Savings. Raising the Bar: Pumping Up Retirement Savings. Institutionalizing DC Plans: Reasons Why and Methods How. Institutionalizing DC Plans: A Starting Point For Addressing Fiduciary. Best Practices When Implementing Auto Features in DC Plans. Is it Time to Diversify DC Risk with Alternative Investments. Complex Investments and Navigating the New Participant Disclosure Rules. As of December 31, 2011.

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Institutional Investment Consulting

http://www.iic-usa.com/links.html

Provider Benchmark w/ Vendor Search. US Department of Labor. Employee Benefits Security Administration. Pension Protection Act Center. Http:/ www.dol.gov/EBSA/pensionreform.html. EBRI is the only private, nonprofit, nonpartisan, Washington, DC-based organization committed exclusively to public policy research and education on economic security and employee benefit issues. PLANSPONSOR Pathfinder is a retirement search and benchmarking tool. The newly designed tool allows for improved user interface, t...

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Institutional Investment Consulting

http://www.iic-usa.com/DC.html

Provider Benchmark w/ Vendor Search. DEFINED CONTRIBUTION PLAN FIDUCIARY SERVICES. ONGOING PLAN CONSULTING SERVICES. Provide non-discretionary 3(21)(a)(ii) investment Assist the Company with the selection of a broad range of investment options consistent with ERISA section 404(c) and the regulations thereunder. Develop an investment policy statement (IPS) or replacement IPS. Assist in monitoring investment options and assisting Company in making decisions to maintain, remove or replace investment options.

4

Institutional Investment Consulting

http://www.iic-usa.com/services3.html

Provider Benchmark w/ Vendor Search. Provide non-discretionary 3(21)(a)(ii) investment advice to the Company regarding asset classes and investment alternatives available for the Plan in accordance with the Plan’s investment policies and objectives. Assist the Company with the selection of a broad range of investment options consistent with ERISA section 404(c) and the regulations thereunder. Assist the Company in the development of an investment policy statement (IPS) or replacement IPS. Assist with rev...

5

Institutional Investment Consulting

http://www.iic-usa.com/disclosure.html

Provider Benchmark w/ Vendor Search. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Retirement plan consulting services offered through Institutional Investment Consulting,. A Registered Investment Advisor and separate entity from LPL Financial. Past performance is not an indication of future results. ASSET CLASS PERFORMANCE REPRESENTATIONS:. BROAD EQUITY MARKET and SECTOR PERFORMANCE REPRESENTATIONS:. Securities and Advisory services o...

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Provider Benchmark Project w/Vendor Search. Non-Qualified Deferred Compensation Plans. SEE HOW WE CAN HELP. WORKING TO MEET YOUR NEEDS. IIC takes a holistic approach to plan consulting. IIC takes a very holistic approach to plan consulting that includes support with Plan Documents, Plan Architecture, Plan Communication, Investments, Corporate Governance and Vendor management. We are a national, objective, single-source provider of institutional investment consulting services. Michael W. Kozemchak,. Retir...

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