Dedicated support

3(21) Solutions

Investments

IRON begins by providing a list of recommended funds. The Plan Sponsor retains primary liability as the investment fiduciary, and ultimately confirms the list of recommended funds.

The list of recommended funds includes:

  • Actively Managed Funds (across asset classes)
  • Passive Index Funds (across asset classes)
  • Target Date Funds (multiple glide path options including CITs and mutual funds)
  • Asset Allocation Models (risk-based)

*Fixed/guaranteed products also available

Why IRON?

Experience

  • Retirement solutions since 1996
  • Thousands of plans under management

Transparency

  •  Services and fees clearly communicated with plan and participants
  • No hidden agenda

Independence

  • Independently owned and operated
  • No third-party compensation
  • No proprietary funds
  • No platform-owned or sub-advised funds that do not meet our rigorous selection criteria

Process

  • Serves both plan and participants
  •  Maintains Centre for Fiduciary Excellence (CEFEX) certification (since 2011)
  • Documented and repeatable
  • Backed by extensive quantitative analysis and supported by qualitative due diligence

Results

  • Investment insights and actionable items provided quarterly

Deliverables

  • Professional documents and insights provided at both the plan and participant levels
  • Plan-specific reporting
  • Notification of any funds held outside of our discretion

Contact

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