Greater Confidence

Want Greater Confidence in Your Investment Selection Decisions?

Trustees, would you like to be able to confidently answer this increasingly important question: “Of all the available investment choices, which ones are best for our plan’s participants?”

Refer Me to an iCPR℠ Advisor

Better Protection

Want to Reduce the Chances of Costly Fiduciary Imprudence Claims?

With lawsuits against employers and plan trustees dramatically increasing, would you like to do all you can to reduce the chances that you and your plan will be targeted?

Refer Me to an iCPR℠ Advisor

Happier Employees

Want To Help Improve Participants’ Investment Performance and Retirement Security?

With 401(k) and 403(b) plans making up the largest percentage of the savings and investments of many Americans, wouldn’t any improvement in performance result in happier participants?

Refer Me to an iCPR℠ Advisor

Protective “Second Opinion” for Plan Trustees

Want a Way to Independently “Vet” Investment Advice You're Being Given?

As a trustee do you feel that you have no real choice but to accept the recommendations of your plan’s investment advisor? Would you like to have less dependence and more knowledge, and power?

Refer Me to an iCPR℠ Advisor

Empowering Retirement Plan Trustees

Advantages That Could Be Yours

The Investment Choice Protective Review℠ (iCPR℠) uniquely empowers Employer / Plan Sponsors and Trustees with answers to these key questions:

Want Greater Confidence In Selecting Investment Choices For Your Plan?

The Investment Choice Protective Review℠ begins with a comparative analysis that quickly narrows the universe of mutual fund and ETF choices. This permits the qualitative due diligence step to focus on the top 3-5 highest ranked choices, making the process of investment choice selection more objective, defensible, and empowering for Plan trustees.

Need Improved Regulatory Compliance for Your Plan?

The Investment Choice Protective Review℠ helps Plan Sponsors and trustees better demonstrate compliance with ERISA, DOL and other federal and state “fiduciary” and “best interest” regulations and that your investment-related decisions are being made in the best interests of your plan’s participants.

Want Happier Employee Plan Participants and Greater Peace of Mind?

Participant legal actions against plan sponsors and trustees are increasingly focusing on chronically under-performing investment choices within their plans. The Investment Choice Protective Review℠ helps to improve investment results and happier employees/plan participants. This helps to lessen risk of litigation and leads to greater peace of mind.

Have Questions or Want to Learn More? Check out our FAQ page.

Contact us to schedule a Conversation.

Schedule a Conversation +1 947-282-2901

The Word

This is What experts say

”

The patented process behind The iCPR℠ may be “an evolving best practice for use in selecting and monitoring the performance of investments".

Wagner Law Group

Opinion of Counsel

”

The iCPR℠ utilizes a process which “filters out irrelevant information, focuses on relevant information, and identifies investment choices that are most likely in an investor’s best interest and most closely satisfy their risk/return preferences.”

C. Michael Carty

Wall Street Quant

”

The patented process behind The iCPR℠ may be “an evolving best practice for use in selecting and monitoring the performance of investments".

Wagner Law Group

Opinion of Counsel

”

C. Michael Carty

Wall Street Quant

10,000 +

Mutual Fund & ETF Managers

48 +

Performance Factors

9,000,000,000 +

In Assets Reviewed

15 +

Years In Service to Retirement Plan Fiduciaries

Are You A

Plan Participant?

If you are a Retirement Plan Participant, you’ll be pleased to know that a streamlined and easier to use version of the process and technology has been designed specifically for you.