Retirement Planning Services

Together, we can help you and your employees feel more confident about the future.

How IOA Retirement Planning Services Can Further Support Your Business

As a business owner, you have access to the knowledge and experience of a team of professionals to help support your goals and provide personalized advice and solutions. IOA Retirement Planning Services, in collaboration with Ameriprise Financial, can address your needs regarding 401(k) retirement planning and wealth management.

401(k)
Wealth Management Services
401(k)

Retirement plan design consulting for companies of all sizes

Specialty consulting for nonprofits

Current fee benchmarks across all major service providers

Risk mitigation strategies to reduce fiduciary risk

Profit sharing

Complimentary review of current retirement plan

Financial wellness and education for employees to help them become retirement-ready

Wealth Management Services

Personalized financial planning

Nonproprietary solutions and strategies

Buy/Sell agreements

Key man insurance

Fiduciary oversight

Education funding

Retirement income planning strategies

Estate planning strategies

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We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are an investment client of Ameriprise and have a revenue sharing relationship with them that creates a conflict of interest.

Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value

Ameriprise Financial Services partners with financial institutions to provide investment advisory, brokerage and insurance services to their clients. This is a contractual relationship, which earns the financial institution compensation from Ameriprise for successful referrals. In this case, the financial institution receives 25% of the commissions and fees generated by Ameriprise financial advisors for the services noted above. This applies as long as the referred client maintains a relationship with Ameriprise. Non-licensed employees of the financial institutions may receive incentives from their employer for referring clients to Ameriprise. These incentives create a conflict of interest.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

IOA is not endorsed by nor affiliated with Ameriprise Financial. IOA is not under the supervision of Ameriprise Financial.

Get in touch

At IOA, we prioritize building solid relationships with our clients and community. Please feel free to use the form to contact us with your questions, comments, or feedback, or call an IOA advocate today.

Free call 1.800.243.6899