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We steadfastly 2024 Innovest was recognized for the second time with an Eddy Award from Pensions & Investments as a service provider for outstanding participant communication.

seek to improve retirement outcomes for employees and reduce fiduciary risk for employers, all

2020 Innovest expanded its geographical footprint and deepened our retirement plan compliance by purchasing a firm in California that specializes in plan compliance.
Guided by our mission of stewardship, our guiding principle is Making Retirement Work.

An Innovator with a Celebrated History

2014 Innovest was named the Retirement Plan Adviser Team of the Year in the Nation by PLANSPONSOR for our work on a public defined contribution plan.

2005 Innovest acquired an employee benefit communications firm dedicated to assisting plan sponsors with educating their participants about saving and investing. Today, Innovest consults more than 300 retirement plans with offices in Colorado, California, and Florida. Our team has grown to 60 employees of whom 19 are partners, all with a unified

2004 Innovest was hired as an expert witness in one of the nation’s highest profile fiduciary breach cases. Since then, we have worked on 75+ cases and have learned firsthand how we can best protect our clients.

executed with uncommon service.

1998 Innovest innovated the creation of easy-to-use and understand risk- based managed portfolios.

Innovest was one of the first firms in the country to focus on delivering retirement plan only basis. One of Innovest’s first clients was a defined contribution
1996 consulting on a fee- plan.