Committed to Retirement Plan Excellence
At IRP, we aim to offer the highest level of service and are committed to retirement plan excellence. .
Working to help you reach your retirement dreams is our sole focus. Due to our hard work, we’re proud to share some of the awards, industry honors, and recognition that our team has received. We are humbled and appreciate receiving these honors.
2015 Financial Times Top 401 Retirement Plan Advisors
2016 Financial Times Top 401 Retirement Plan Advisors
2017 Financial Times Top 401 Retirement Plan Advisors
2018 Financial Times Top 401 Retirement Plan Advisors
The Financial Times Top 401 Retirement Plan Advisors honor awarded to Matt Monroe is an independent listing produced by the Financial Times (May, 2015). The FT 401 is based on data gathered from financial advisors, firms, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in eight primary areas, including: DC plan assets under management; DC plan assets as a percentage of overall AUM; growth in DC plan AUM; growth in DC plans advised; DC plan employee participation; professional designations; experience; and compliance record. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401