Overview

Are you or your clients struggling to effectively manage retirement plan investment platforms? Do you need assistance on plan design and customization or with the intricate task of investment selection and monitoring? Your search ends here. Since 2002 Insightful Ideas has been collaborating with Investment Consulting firms and Registered Investment Advisors (RIAs) to help their clients navigate the complex world of retirement investment plans. Our goal is to empower companie to help employees to achieve retirement readiness thereby increasing the probability of reaching their financial goals and ensuring peace of mind. Whether you need assistance with Defined Contribution (401k and 403b) plans, Defined Benefit Pension Plans, or even model portfolios for your private wealth practice, we have the expertise to guide you towards success. What Sets Us Apart: • Customized Portfolios: Tailored investment portfolios that balance returns vs. risks for model portfolios, pension funds, foundations, endowments, or individual clients, aligning precisely with their financial goals. • Comprehensive Investment Evaluation: Thorough analysis covering mutual funds, ETFs, interval funds, and more. Distinct investment options across equities, fixed income, alternative investments, and Target Date Funds. • Streamlined DC Retirement Plans: Expertly designed investment lineups for 401k and 403b plans, simplifying choices for you and ensuring employees' financial well-being. • Dynamic Rebalancing: Our innovative system adapts to market conditions, improving returns and reducing risk, ensuring investment portfolios stay on target. • Proven Track Record: Previously managed over $1 billion in Custom Target Date Fund Series and $500 Million in pension plan assets, showcasing excellence in portfolio construction and management. In addition we have guided more than 100 defined contribution plans ranging from 10 to 10,000 participants. Let's explore how we can empower you to succeed!