Benefit Plans

Innovest serves plan sponsors, fiduciaries and trustees by delivering comprehensive and custom solutions for the development and management of benefit plans. 

We are experts in benefit plans for public safety departments, municipalities, school districts, higher education institutions, religious organizations, medical and health organizations, unions and corporations.

We serve the following types of benefit plans:

  • Defined contribution retirement plans: 401(k), 401(a), 403(b)

  • Deferred compensation retirement plans: 457(b)

  • Defined benefit retirement plans

  • Taft Hartley plans

  • VEBA plans

  • Profit sharing plans

Creating Custom Solutions for You

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Innovest delivers powerful, innovative investment and industry solutions to benefit plan sponsors.  We understand each benefit plan is unique, and we help you design a plan that addresses your specific needs and challenges.


Getting Employees "Retirement Ready"

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We implement strategic plan designs and best-in-class, low-cost institutional investment menus to set participants up for retirement readiness and success in retirement. Innovest provides plan sponsors with the tools necessary to make the best decisions for their plans. 

Acting in Your Best Interest

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Innovest is a co-fiduciary with respect to all of our clients. We equip benefit plan sponsors with the knowledge and tools to effectively manage their fiduciary liabilities in the areas of investments, vendor management, and cost evaluation and control.


Earning Your Confidence Through an Experienced and Credentialed Team

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Our team is comprised of professionals who possess talent and integrity. Innovest team members have comprehensive backgrounds in investment consulting, participant education, vendor management, money management, accounting, benefits consulting, fiduciary consulting and retirement plan administration. Our consultants average more than 20 years of industry experience.