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Innovative Retirement Plan Solutions (IRPS)
       
 
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Innovative Retirement Plan Solutions (IRPS)
 
 
Overview: 

After working in a traditional big box brokerage firm for over 20 years, Glenda began focusing solely on retirement plans in 2010.  She obtained the designation of Chartered Retirement Plan Specialist® through the College of Financial Education in 2011 and furthered her credentials by earning an Accredited Investment Fiduciary® through the Center of Fiduciary Studies™ in 2013.  She formed IRPS because she is passionate about retirement plans and that is her exclusive focus.  

Glenda is focused and fully immersed in the fiduciary and regulatory aspects of retirement plans.   She has the experience, knowledge and focused attention for assisting business owners to implement and maintain a retirement plan.  She is passionate about providing participants with an in-depth understanding of their retirement plan and the benefit of saving for their future.  Education meetings are engaging and entertaining for all those who attend.

Registered Investment Advisors are held to a fiduciary standard which means that they are legally obligated to place your interest first and to provide financial services expressly designed to meet your goals.  Most investment advisors charge either a flat fee for their services or a percentage of assets being managed.

Innovative Retirement Plan Solutions is a Registered Investment Advisor in the state of Oregon.  What is a Registered Investment Advisor? As defined by the Investment Advisors Act of 1940, a Registered Investment Advisor is any person or group that makes investment recommendations or conducts securities analysis in return for a fee, whether through direct management of client assets or via written publications.

A typical Investment Advisor will register either with their state or the Securities and Exchange Commission by filing a Form ADV and meeting licensing requirements. In general, an RIA with more than $100 million under management is registered with the SEC, and those managing less than $100 million are registered at the state level.
History: 

Innovative Retirement Plan Solutions (IRPS) was founded in 2013 by Glenda Mock.


 
 
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