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South Portland Office

707 Sable Oaks Drive Suite 203
South Portland, ME 04106

Employer Sponsored Retirement Plans

Employer Sponsored Retirement Plans

When you partner with IIS Financial Services, you’ll get personalized consulting from a retirement plan specialist who is committed to designing the plan that meets your objectives and helps your employees pursue their long-term goals.

We realize there is no one-size-fits-all retirement plan solution, so our support and services are tailored to fit what’s best for you and your company and will help ensure the financial wellness of all your employees. We help you get the most out of your plan by working with you every step of the way, providing:

  • Professional guidance: Consider us an extension of your HR department; we will simplify the management of your plan and allow you more time to focus on other aspects of your business.
  • Fiduciary know-how: We follow a disciplined process that ensures that the plan is operating within the latest fiduciary guidelines, leaving you confident that you’re serving the best interests of your employees.
  • Investment support: We help you draft an effective investment policy statement and make sure that you can offer a range of suitable products.
  • Customized education programs: We will help your employees plan for today and save for their future with a focus on financial wellness as part of their overall retirement goals.
  • RFP Services: Our RFP analysis process will properly review and benchmark your plan features and pricing for reasonableness.

We implement and oversee retirement plans for small and large businesses. By providing the right plans for your business, we meet with employees to create an individualized plan to meet their investment goals and objectives. Types of retirement plans include: 

    Simple IRA: is a type of tax-deferred employer-provided retirement plan in the United States that allows employees to set aside money and invest it to grow for retirement.

    401(k): is a defined contribution plan where an employee can make contributions from his or her paycheck either before or after-tax, depending on the options offered in the plan. The contributions go into a 401(k) account, with the employee often choosing the investments based on options provided under the plan.

    403(b): is a defined contribution plan offered to employees of private/public schools and tax-exempt organizations. The employee can make contributions from his or her paycheck either before or after-tax, depending on the options offered in the plan. The contributions go into a 403(b) account, with the employee often choosing the investments based on options provided under the plan. 

    457 Plan: The 457 plan is a type of nonqualified, tax advantaged deferred-compensation retirement plan that is available for governmental and certain non-governmental employers in the United States. The employer provides the plan and the employee defers compensation into it on a pre-tax basis.