Helping Businesses Optimize Their 401(k) Plans and Empower Their Teams
401(k) solutions designed specifically for companies seeking a smarter, more strategic retirement plan
We help answer critical questions like:
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Are we meeting our fiduciary responsibilities and minimizing liability as plan sponsors?
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How can we reduce plan costs and ensure fees are reasonable for both the company and employees?
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Are the investment options appropriate and well-diversified for our workforce?
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How do we improve employee participation and engagement in the plan?
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Is our current 401(k) plan competitive enough to attract and retain top talent?
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What strategies can we use to make our retirement benefits a more powerful part of our overall compensation package?
At Integrated Wealth Management, we specialize in helping businesses design, manage, and optimize their 401(k) retirement plans — strengthening their benefits, reducing fiduciary risk, and empowering employees to build lasting financial security.
Our Ideal Company
We work with business owners and companies who:
✅ Want to offer a competitive 401(k) plan that attracts and retains top talent.
✅ Prefer to outsource plan management and fiduciary oversight so they can focus on running their business.
✅ Are concerned about fees, compliance, and fiduciary liability — and want expert guidance to reduce risk.
✅ Want to improve plan design, investment options, and employee engagement to maximize participation.
✅ Are looking for proactive strategies to align their retirement plan with company goals and long-term growth.
✅ Value having a trusted partner to simplify administration, manage provider relationships, and ensure their plan delivers real value to employees.
How we help You
While every company’s needs are unique, we’re here to design and manage a retirement plan that aligns with your business goals and supports your employees’ futures. Our promise is to simplify plan management, reduce your fiduciary burden, and help you deliver real value to your team. Here’s how we help:
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✅ Design or redesign your 401(k) plan to ensure it’s competitive, cost-effective, and aligned with your company’s objectives.
✅ Oversee investment selection and monitoring to keep your plan compliant, diversified, and in the best interest of participants.
✅ Provide fiduciary support and guidance to help you reduce liability and meet regulatory requirements.
✅ Improve employee participation and engagement through education and personalized support.
✅ Benchmark your plan regularly to identify opportunities for lower fees, better performance, and stronger outcomes.
✅ Build a long-term retirement benefits strategy that supports recruitment, retention, and your company’s growth — while helping employees achieve lasting financial security.
Does this sound like you?
If this sounds like you — and you’re ready to stop spending time worrying about plan compliance, investment selection, or whether your 401(k) is truly competitive — let’s talk. Schedule a free 15–20 minute strategy call to see if we’re the right fit for each other. No pressure, just a conversation about how we can simplify your plan, strengthen your benefits, and support your team’s financial future.
To help ease your apprehension, once you schedule, we'll send you a brief outline of what to expect during our conversation.