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Integrated Retirement Advisors, LLC
Integrated Retirement Advisors, LLC is a US-based RIA that assists employers with establishing and managing retirement benefit programs.
Integrated Retirement Advisors, LLC
Integrated Retirement Advisors, LLC is a US-based RIA that assists employers with establishing and managing retirement benefit programs. The firm operates under standard fiduciary guidelines and regulatory compliance frameworks applicable to plan sponsors. The strategy centers on plan design, investment selection, participant education, and ongoing compliance monitoring. Services typically include asset allocation modeling, fee benchmarking, and vendor negotiation. The firm works across a range of plan sizes and industry verticals. Neither the founding date, founding principals, total AUM, nor specific team size is publicly available through standard business records or regulatory filings. No additional offices or adjacent vehicles have been identified. The key differentiator for Integrated Retirement Advisors, LLC appears to be a pure focus on retirement plan advisory, rather than offering wealth management for individuals or family office services, which is a narrower specialization within the RIA universe.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Sector focus
Frequently asked questions
What type of retirement plans does Integrated Retirement Advisors, LLC typically advise on?
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.
Does Integrated Retirement Advisors, LLC serve individual participants directly?
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.
Is Integrated Retirement Advisors, LLC a fiduciary?
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.
How is Integrated Retirement Advisors, LLC compensated?
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.
Where is Integrated Retirement Advisors, LLC located?
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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