Talk to a D&B Advisor
1-800-280-0780
  1. Business Directory
  2. MI
  3. Bloomfield Hills
  4. Investment offices, Nec
  5. Investment Offices, Nec
  6. Institutional Investment Consullting

Institutional Investment Consullting

CLAIM THIS BUSINESS

7 W SQUARE LAKE RD BLOOMFIELD HILLS, MI 48302 Get Directions

(248) 339-9808

www.iic-usa.com

mkozemchak@iic-usa.com

Business Info

  • Founded 2003
  • Incorporated MI
  • Annual Revenue $2,565,585.00
  • Employee Count 15
  • Industries Investment Offices, Nec
  • Contacts Michael Kozemchak

Contact Business

Send Message

Company Summary

Institutional Investment Consulting (IIC) is a national, objective, single-source provider of institutional investment consulting services. IIC provides fiduciary and non-fiduciary, qualified and nonqualified, consulting services to clients and has worked with plans representing over $40 billion in retirement plan assets. IIC's goal is to act as an extension of the finance and benefits departments. While acting as an advocate, IIC assists committees in proactively managing all plan related responsibilities and comprehensive vendor management services.

IIC's structure provides clients with a single point of contact and a team project leader with unlimited access to all of the specialized services a retirement plan sponsor needs. IIC has detailed knowledge relating to virtually all of the major retirement plan providers, and have allegiances to none.

IIC specializes in providing the following DC, DB and NQDC services:
- Benchmark Studies
- Vendor Search Projects
- Vendor Targeted Re-Negotiation
- Vendor Service Agreement and Contract Negotiations
- Comprehensive Ongoing Consulting
- Vendor Management
- Investment Selection and Monitoring
- Fiduciary Education and Corporate Governance Support
IIC has conducted over $30 billion dollars in benchmark, search, and renegotiation projects the last 24 months. With these projects IIC has developed one of the richest retirement plan vendor RFP pricing and business terms databases in the country. We leverage this database for the benefit of all our clients to achieve the most competitive RFP and re-negotiation results possible.

IIC does not work with individual investors, provide wealth management or retail brokerage services. IIC has built our capabilities to serve retirement plan clients of all sizes.

With all the required securities licensing, IIC has the ability to receive payment from embedded plan revenue, "ERISA" or "PERA" budget accounts, forfeiture accounts, or directly from the plan sponsor. IIC fees are fully disclosed through the required 408(b)(2) plan sponsor fee disclosure.

IIC has been recognized annually by PLANSPONSOR Magazine, Pension and Investments Magazine, and 401k Wire as one of the nation's top Retirement Plan Consultants.

VERIFIED Status: UNVERIFIED
Address:
UNVERIFIED
LAST VERIFIED: --
Phone:
UNVERIFIED
Payment Method:
UNVERIFIED
view full report

Similar Businesses Nearby

Our similar businesses nearby shows similar businesses in their industry and region based on information found in their Dun & Bradstreet Credibility Review profile.

    Competitive Landscape

    Our competitive landscape shows how this business compares to similar businesses in their industry and region based on information found in their Dun & Bradstreet Credibility Review profile.

      Payments Accepted

        NO DATA

      Hours

      • Sunday  --
      • Monday  --
      • Tuesday  --
      • Wednesday  --
      • Thursday  --
      • Friday  --
      • Saturday  --
      VIEW ADDITIONAL DATA Select from over 115 networks below to view available data about this business. If this data is unavailable or inaccurate and you own or represent this business, click here for more information on how you may be able to correct it.

      Business Credit Report

      Receive a one-time comprehensive credit report on this company.
      get full credit report
      Chat With Us LiveCall 1.800.280.0780 to speak with a D&B Advisor Today!