Isadore is not affiliated with any retirement provider giving you the freedom to choose the best retirement solution for your company...
3. Independent Education- We provide independent education on key differences among plans so that you can make the most informed decision possible. Topics addressed range from fiduciary liability coverage to newly available plan features...
1. Fee Transparency - Gather current fee disclosure documents that are usually 30-120 pages in length and capture all direct and indirect costs of the plan. On a one-page report we deliver a transparent and clear representation of the plan fees.