Innovative Pension Strategies

Poway, Estados Unidos

3

Fechado agora

4 avaliações

Contatos

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Telefone
+1 858-748-6500
Site:
www.ipsd.com
Endereço:
14251 Danielson St, Poway, CA, 92064
Categorias:
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Hoje

Hoje 8:30 – 17:00
Fechado agora
Horário local (Poway) 20:39 quinta-feira, 28 de novembro de 2024

Horário de funcionamento

segunda-feira 8:30 – 17:00
terça-feira 8:30 – 17:00
quarta-feira 8:30 – 17:00
quinta-feira 8:30 – 17:00
sexta-feira 8:30 – 13:00
sábado –
domingo –

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4 avaliações para Innovative Pension Strategies

Não exige registro
Classificação do local: 1
San Diego, CA
We also have worked with innovative pensions for several. Every year they were late requesting documents and slow in responding to inquiries. They are now requesting monthly access to our credit card or checking account to deduct monthly fees or adding a third of the annual fee on top to pay quarterly with a check. In addition they charge for every service. Not certain what the annual dues pay for. They are very expensive and their services inadequate so I would never recommend them to anyone.
Classificação do local: 1
San Diego, CA
We used IPS for over 10 yrs to facilitate our 401K plan. In 2012 we learned that due to a lack of employee participation our plan had been «top-​heavy» since 2011. This cost us over 25K of unwarranted distributions to our employees, some which no longer worked for our company. When questioned regarding the lack of audits to discover this issue sooner they took no responsibility and were protected by a stringent contract that allowed them to do audits upon their discretion. They continuously charged us a quarterly plan facilitation fee for apparently nothing, because they sure weren’t looking after the best interest of our company. We will not be using IPS again!
Classificação do local: 5
San Diego, CA
IPSD has been my my TPA for about 8 years. They do a great job and are always good about following up with me to make sure I have done what I am supposed to do to stay in complaince. In a busy world where many administrators wear more than one hat, they understand that my compliance is not the top of my priority, but it is for them! THANK YOU IPSD for keeping on on the straight and narrow!
Classificação do local: 5
Ramona, CA
The whole team at Innovative Pension is great to do business with. The staff really know their stuff and has done a great job in helping us and our clients. Without a doubt they are the only Pension company to use in Southern California.
Ed M. — McKevley Financial Inc.