Customer Service Department

As Plan Sponsor, your primary contact with Innovative Pension will be through our Customer Service Department.  They are positioned and prepared to service you plan level needs including:

1. Plan Implementation
2. Transition of plan assets
3. Input and set-up of participant accounts
4. Delivery of plan documents as necessary
5. Review and maintenance of plan forms and documentation
6. Communication with investment provider
7. Consulting – answering your questions and resolving issues
8. Oversight – ongoing review of your account(s)

David Customer Service Representative	Meghann Customer Service Representative	Linda Payroll Service Specialist