THE RIGHT SERVICES AND THE RIGHT PRODUCTS AT THE RIGHT TIME.
Our 401(k) Specialists have extensive experience as financial advisors to retirement plans as well as the technical experience gained by working as a third-party plan administrator to retirement plans. This unique combination of skills allows us to maximize the value we can provide to clients.
Our Plan Sponsor and Participant Services include:
Plan Set Up and Design
Investment Policy Development
ERISA 3(21) Fiduciary Services
Recommend and monitor investment options
Benchmarking of recordkeeping platform, fees and services
Nothing contained in this communication constitutes a solicitation, recommendation, promotion, endorsement, or offer by Iron Gate Global Advisors LLC. of any particular security, transaction, or investment.
Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations.
Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents.
All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.