Joe Weber Named a PLANADVISER Top Retirement Plan Advisers for 2024

Integrated Financial Solutions (IFS) is pleased to announce Joe Weber has been named as one of PLANADVISER’s Top Retirement Plan Advisers for 2024! This recognition honors Joe’s dedication to client service and his outstanding contribution in helping businesses offer a truly first-class retirement benefit for their employees.

The 2024 PLANADVISER Top Retirement Plan Advisers recognition is based solely on self-reported quantitative data about an adviser’s practice. To be included in this year’s list, advisers had to have a minimum of 50 plan clients or retirement plan assets under advisement of $400 million or more, as of year-end 2023. After meeting the minimum plan or asset count, advisers are also highlighted if they meet the following criteria: 91% - 100% of clients that are 401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients. As this recognition is based solely on quantitative figures, there is no judging or subjective measurement, and it is not indicative of any adviser’s future performance. Neither advisory firms nor their employees pay a fee in exchange for this recognition.

The 2024 list recognized a total of 263 advisers.  For the comprehensive PLANADVISER Top Retirement Plan Advisers List, please click here

About IFS

Integrated Financial Solutions (IFS) is an investment advisory firm established in 2008 and is based in Tempe, Arizona. Our advisors assists both businesses and individuals in reaching their retirement objectives. IFS aims to become a valuable member of your team, allowing employers and individuals to dedicate their efforts to their respective businesses.