The professionals at Iron Capital are dedicated to helping 401(k), and similar defined contribution retirement plan sponsors and participants with the following services:

Plan Sponsor Consulting Services

• Assistance with plan design
• Plan provider search assistance
• Request for Proposal construction
• Vendor screening and selection
• Participant communication.

Plan Sponsor Investment Counsel

• Sharing of fiduciary responsibility with plan trustees
• Creation and monitoring of Investment Policy Statement
• Investment fund due diligence for manager selection
• Quarterly due diligence reports

  Participant Services

• Plan communication strategies
• Participant investment education
• One-on-one participant investment advice
• Participant account management
• Wealth management services for executives