Institutional Investment Consulting

Firm Profile


Institutional Investment Consulting (IIC) is a national, objective, single-source provider of institutional investment consulting services that provides fiduciary and non-fiduciary, qualified and nonqualified, consulting services. IIC has worked with plans representing over $40 billion in retirement plan assets. Acting as an extension of your finance and benefits teams, IIC assists committees in proactively managing all plan related responsibilities and provides comprehensive vendor
management services.
IIC’s structure provides clients with a single point of contact and a team project leader with unlimited access to all of the specialized services a retirement plan
sponsor needs. IIC has detailed knowledge relating to virtually all of the major retirement plan providers, and have allegiances to none. IIC specializes in providing the following DC, DB and NQDC services: Benchmark Studies, Vendor Search Projects, Vendor Management, Targeted Re-Negotiation, Service Agreement and Contract Negotiations, Comprehensive Ongoing Consulting, Investment Selection and Monitoring, and Fiduciary Education and Corporate Governance Support.

IIC has conducted over $40 billion in benchmark, search, and renegotiation projects the last 24 months. With these projects, IIC has developed one of the richest retirement plan vendor RFP pricing and business terms databases in the country, which is leveraged for the benefit of all our clients to achieve the most competitive RFP and renegotiation results possible.

Michael Kozemchak, (248) 339-9808,
Paul Stephens, (248) 339-9806,
Tony Ciocca, (203) 907-3532,
Greg Cimmino, (203) 907-3532,
Mid – ($10 million – $100 million)
Large – ($100 million – $250 million)
Mega – (>$250 million)
• Other tools
• Benchmarking tools
• ·Allows fiduciary declaration 3(21)/3(38)
• ·Plan design consulting
• ·Consulting on SMAs
• ·Plan sponsor fiduciary training
• Stable value analysis

3rd Party Clearing BD: LPL