OVERVIEW & PROCESS 

IRON partners with broker dealers and advisory groups to provide fiduciary and retirement solutions to a broad array of defined contribution plans and investment intermediaries. Together we serve clients including publicly traded companies, privately held entities, union and non-union plans, and not for profit organizations. The most compelling difference between IRON and other providers is that IRON is a truly and completely independent fiduciary. We receive no compensation from the funds that we select and accordingly have no funds to “push” and no hidden agenda, just unbiased advice.

IRON delivers its expertise by offering either fully bundled plan solutions or services or more tailored investment fiduciary only solutions for specific needs. Through our consulting approach with plan sponsors and their advisors, we customize and provide:

  • Section 3(38) Investment Fiduciary Services
  • Managed risk-based portfolios
  • Participant enrollment and education
  • Plan and participant communication
  • Record-keeping
  • Plan Administration, plan design, Compliance testing

Our reputation resulting from our industry leading solutions combined with our market and industry insights, benefits plan sponsors in assisting them manage their plan cost structure while guiding participants in their investment choices.

IRON’s Approach

Conflict-Free Advice
Plan sponsors and participants expect and deserve to receive objective, independent investment advice. That is why IRON pledges that we will not benefit based on the funds or investments we recommend. By doing so, we safeguard our ability to provide the best investment advice possible and avoid conflicts of interest with our clients. IRON never competes with advisors utilizing IRON’s ERISA 3(38) Services.

An Institutional Investment Platform
All of your plan’s investments will be made through an institutional investment management platform. This will eliminate additional fees that may be incurred when investing through retail platforms, and allow plan participants to have more of their savings go into investments rather than being used to pay fees and expenses.

Courteous and Professional Service
IRON recognizes that retirement plan providers must provide attentive and responsive service to plan sponsors and participants. We will be diligent in answering your questions and satisfying your needs.

Investment Management
For many plan sponsors, selecting and monitoring investments is an unwelcome burden. IRON Financial uses its expertise in manager selection and proprietary portfolio creation to relieve you of these responsibilities.

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LEARN MORE ABOUT OUR INVESTMENT STRATEGIES AND RETIREMENT SOLUTIONS

Download our IRON at-a-glance brochure.

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