At Independent Financial Advisors, LLC, we understand the issues you face as a sponsor of a corporate retirement plan. You want to delegate investment management responsibilities, yet you also want to know that your plan investments are diversified, competitive and compatible with ERISA. You know you need a written statement of investment principles and guidelines, but who should develop it? You also need to address issues such as cost, reporting and employee education. We can help.

Does This Sound Like You?

As a business owner, CFO, or retirement plan committee chair, I have so much on my plate, I never seem to have time to work on our Retirement Plan.  Even though I’m really busy, I feel as though our plan needs to get better, for our plan participants and for the firm.

How do we do that? What's the best investment approach? Which custodian should we use? How do we know if we're getting a good deal from our provider?

What We Do 

In addition to investment due diligence and ongoing monitoring as a co-fiduciary, we also provide education coordination, provider search and due diligence services and plan benchmarking. Our investment expertise is ideally suited to the needs of corporate retirement plan clients since our investment approach and philosophy align strongly with the tenets and principles of the Uniform Prudent Investor Act and Prudent Person Rule of ERISA. These acts typically serve as a guide for fiduciaries with the responsibility for the administration of trusts, endowments, foundations and retirement plans.