Plan Sponsors

We'll take you there...

Invesmart doesn’t present the conventional path to retirement plan services. We’re quite different. Invesmart Advisors, Inc. is a Registered Investment Advisor (RIA) and retirement consulting firm. We are not a fund manager, insurance vendor or other product-focused distributor.

Building long-term relationships … through objective guidance

	Client service centers with industry expertise averaging 30 years
	National presence, local service
	Strategic plan design, customized to client needs
	No hidden agendas, full fee disclosure
	Prudent advice, strict adherence to ERISA guidelines
	Active legislative presence, industry leadership
	Shared fiduciary responsibility, plan sponsor guidance
	Participant-level guidance, online tools, and comprehensive educational programs

Widening the possibilities … tailoring the solutions

	Customized plan level recommendations, an extensive range of investment options
	Robust plan type selection, broad service alternatives
	High quality investment options, stringent analysis and monitoring
	Investment Policy Statement (IPS) creation
	Constant plan due diligence, strict service standards
	Customized marketing materials, educational tools

Leveraging technology … to facilitate clear lines of communication

	Robust websites, Plan Sponsor and Plan Participant specific
	Streamlined daily valuation administration, accurate record-keeping
	Interactive Voice Response system, available 24/7/365

To learn more about how we can help manage your company’s retirement plans, please send an email to inquire@invesmart.com or call 1-877-805-1127.

Invesmart retirement plans feature no hidden fees...

Invesmart believes in fully disclosing all plan costs, including mutual fund revenue sharing. Such fees can be utilized by plan sponsors to offset plan costs.

The fundamental variables that determine the cost of a plan include:

	Total plan assets
	Number of participants
	Plan type
	Investment Research, Fund Selection and Monitoring
	Level of Investment Service
	Conversion requirements of existing plan to Invesmart
	Trustee alternative
	Transaction and service level choices

Mutual Fund Revenue Sharing … offset plan costs

Invesmart and its affiliates do not retain any service fees or other reimbursements for advisory services.

Revenue sharing paid by mutual fund companies may include 12b-1 fees, shareholder service fees and sub-transfer agent fees. These fees are used to offset plan costs in all advisory programs.

Recordkeeping Costs:

Base and per head cost charges depend on the type of plan chosen. Minimum costs are used to accommodate small plans. These charges generally increase with the complexity of the plan. (For example, profit sharing plans are the least complex, new comparability plans are the most complex. Charges would vary accordingly.) Participant unit costs decrease based on increased numbers of participants added to the plan.

Asset-Based Fees:

This fee-based charge decreases on a percentage basis as your plan assets grow and as the numbers of participants in the plan increase. Costs also may vary depending on the investment program you select. Invesmart offers investment program alternatives – click here to find out about Invesmart investment Programs and Services.

Should you wish for further information, please send an email to inquire@invesmart.com.