Innovative Pension Strategies

Poway, États-Unis

3

4 avis

Contacts

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Téléphone :
+1 858-748-6500
Site :
www.ipsd.com
Adresse :
14251 Danielson St, Poway, CA, 92064
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Aujourd'hui

Aujourd'hui –
Heure locale (Poway) 11:01 mardi 3 juin 2025

Horaires d'ouverture

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Alentours

Près de cet endroit :
80
m
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14259 Danielson St
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Taibi & Associates
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100
m
Poway Pro Carpet Cleaners
14269 Danielson St Suite 209
100
m
PKL Services Inc
14265 Danielson St

4 avis sur Innovative Pension Strategies

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Évaluation du lieu : 1
San Diego, CA
We also have worked with innovative pensions for several. Every year they were late requesting documents and slow in responding to inquiries. They are now requesting monthly access to our credit card or checking account to deduct monthly fees or adding a third of the annual fee on top to pay quarterly with a check. In addition they charge for every service. Not certain what the annual dues pay for. They are very expensive and their services inadequate so I would never recommend them to anyone.
Évaluation du lieu : 1
San Diego, CA
We used IPS for over 10 yrs to facilitate our 401K plan. In 2012 we learned that due to a lack of employee participation our plan had been «top-​heavy» since 2011. This cost us over 25K of unwarranted distributions to our employees, some which no longer worked for our company. When questioned regarding the lack of audits to discover this issue sooner they took no responsibility and were protected by a stringent contract that allowed them to do audits upon their discretion. They continuously charged us a quarterly plan facilitation fee for apparently nothing, because they sure weren’t looking after the best interest of our company. We will not be using IPS again!
Évaluation du lieu : 5
San Diego, CA
IPSD has been my my TPA for about 8 years. They do a great job and are always good about following up with me to make sure I have done what I am supposed to do to stay in complaince. In a busy world where many administrators wear more than one hat, they understand that my compliance is not the top of my priority, but it is for them! THANK YOU IPSD for keeping on on the straight and narrow!
Évaluation du lieu : 5
Ramona, CA
The whole team at Innovative Pension is great to do business with. The staff really know their stuff and has done a great job in helping us and our clients. Without a doubt they are the only Pension company to use in Southern California.
Ed M. — McKevley Financial Inc.