Is your plan meeting your needs? If not, we can help.

More than a decade of experience in the defined contribution world allows us to assist in providing the right design and the right vendor. Iron Capital Advisors will help you:

• Maximize the benefits for key employees.
• Be assured you are receiving true value from your vendor.
• Build a winning relationship with the vendor that is right for you.

• Is your plan providing a valuable benefit to your most valuable employees?..
• Current regulations allow for 25% of compensation up to $41,000 to be contributed to an employee’s account. ..
• Are your key people able to reach these limits?..
• If you answered no to these questions then we can help you.

Trustee Education

• Do the trustees of the plan understand their fiduciary responsibilities?.
• Do they understand how the record keeping vendor makes money?.
• Do they understand the total fees they are paying – directly and indirectly?.
• If you answered no to these questions then we can help you.

Vendor Search and Negotiation
While we do not encourage vendor searches, they are sometimes necessary.

• Creating the request for proposal (RFP).
• Selecting the universe of vendors who will be included in the search.
• Sending out the RFP and consolidating responses.
• Selecting finalist and arranging presentations and site visits.
• Selecting the winner.