The Insurance Exchange, Inc. Financial Services Division - Our Services

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Partner with an expert
Analyzing your organization's 401(k) and 403(b) is an exhaustive process. But we make it easy. From fees to investment options to plan design, we provide a comprehensive framework to break-down the features and fees of your current plan and show you what the 401(k) and 403(b) marketplace has to offer.

Create a comprehensive plan
Our firm specializes in 401(k) and 403(b) plan consulting for plans with assets of $1 Million to $100 Million. Our comprehensive process encompasses the following:

Enrollment & Education
Fiduciary Support & Implementation of an Investment Policy Statement
Vendor Search
Investment Analysis
Plan Design
Bundled vs Unbundled

Support your company's financial goals
Our clients enjoy efficient administration and service that is second to none.

This communication is strictly intended for individuals residing in the states of
AZ,CA,CO,DC,DE,FL,GA,LA,MA,MD,MI,MS,MT,NC,NJ,NV,NY,OH,OR,PA,PR,RI,SC,TX,VA,WA,WI.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and Advisory Services offered through Commonwealth Financial Network ®,
Member FINRA, SIPC, a Registered Investment Adviser.
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