Integrated Retirement Advisors, LLC

The firm focuses on employer-sponsored retirement plans such as 401(k) plans, defined benefit plans, and profit-sharing arrangements. They provide advisory services to plan sponsors on investment menu design, fee analysis, and fiduciary compliance.

While the primary client is the employer (plan sponsor), the firm often provides participant education and investment advice to employees covered under the plans they advise. This may include one-on-one consultations or group seminars on retirement readiness.

As a registered investment advisor, the firm generally acts as a fiduciary under ERISA guidelines for the plans it advises. This means it must act in the best interest of plan participants and follow prudent investment practices, though specific fiduciary status may vary by engagement.

RIAs in the retirement advisory space typically charge a fee based on a percentage of plan assets under advisement, a flat annual fee, or a combination. Some may also be compensated through share of 12b-1 fees or revenue sharing on plan investments if properly disclosed and permissible.

The firm's headquarters is not publicly confirmed from available sources. Many retirement advisory firms are based near major metropolitan areas in the United States where their corporate clients are concentrated.