Our services and the way in which we deliver them support financial intermediaries’ relationships with plan sponsors. We enhance your overall capabilities, helping you to grow your business and further strengthen client relationships. We add value through our services to:
We can deliver advisory and investment management services in a fiduciary capacity as a third-party solution. In this capacity, we provide regulatory support and business reporting, adding value to the services already offered by the broker/dealer.
Registered Investment Advisors
We provide solutions above and beyond just the selection of mutual funds. Our Defined Contribution Managed Asset Portfolios (DC MAP), both standard and customized, are DOL QDIA* compliant. In addition, we provide detailed reporting with a well-documented, certified process.
With heightened awareness of fiduciary responsibility, it can be advantageous for you to offer our fiduciary and investment management services to your retirement plan clients, independent of the recordkeeping platform they use.
We provide a process that features easy-to-understand, customized reports to help provide your clients with a tangible, value-added service.
Having InterServ evaluate your investments can be reassuring support of your funds to clients. Using our fund evaluations, fact sheets, and reports can bring additional value to your distribution and marketing efforts.
*Qualified Default Investment Alternative (29 CFR § 2550.404c-5)