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Home > Retirement


 

Intercare Insurance Solutions will guide you step by step to financial security, with our 5-Step process:

   

  1. Retirement Plan Scorecard
    • Investment Analysis Reports
    • Scorecard™ Fund Ranking
    • Asset Allocation Models
  2. Fiduciary Compliance
    • Investment Policy Statement
    • 404[a]/ 404[c] Guidance
    • Fiduciary Plan Review
    • Plan Design Analysis
  3. Provider Benchmark
    • Service Provider Comparison
    • Total Cost Analysis
    • Investment Opportunities
    • Provider Contract Review
  4. The Edutainment Experience
    • Investment Education Meetings
    • One-On-One Guidance
    • Sample Memos
    • Bi-lingual Consultants
  5. Retirement Monitor
    • Minimize Plan Costs
    • Maximize Scope of Service
    • Maximize Investment Return Potential
    • Maximize Plan Efficiency and Compliance
    • Maximize Benefits for Plan Participants

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