Question 1

What services does the company provide?

Accepted Answer

The company provides a range of services, including plan consulting, plan documents, plan architecture, plan communication, investments, corporate governance, and vendor management. They take a holistic approach to plan consulting.

Question 2

What is the company's specialization?

Accepted Answer

The company is a national, objective, single-source provider of institutional investment consulting services. They have a specialized group dedicated to serving their clients and making their lives easier.

Question 3

What is the company's commitment to its clients?

Accepted Answer

The company's commitment is to place their clients' interests first and foremost. They aim to add value, provide high-quality advice, service, and support, which distinguishes them from the competition.

Question 4

What are the company's office locations?

Accepted Answer

The company has two office locations: one in Bloomfield Hills, Michigan, and the other in Naugatuck, Connecticut.

Question 5

What is the company's licensing and affiliation?

Accepted Answer

The company's securities and advisory services are offered through LPL Financial, a registered investment advisor and member of FINRA/SIPC. The retirement plan consulting services are offered through Institutional Investment Consulting, a registered investment advisor and separate entity from LPL Financial.

IIC

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About IIC

Frequently Asked Questions about IIC

What services does the company provide?

What is the company's specialization?

What is the company's commitment to its clients?

What are the company's office locations?

What is the company's licensing and affiliation?

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