935 Jefferson Boulevard,
Kevin J. Beaulieu AIF®, ChFC®
Earlier this year, the Supreme Court made a landmark decision in Tibble v. Edison International* that has brought retirement planning and fiduciary obligation to the forefront of the news. As a retirement plan provider, you may be wondering how this case might affect you, your employees and your fiduciary responsibilities.
In light of recent events, now is the time to evaluate your company retirement plan. At Independence Financial Partners, we service more than 60 retirement plans – both qualified and non-qualified. We focus on:
We use the RPAG Scorecard? System methodology, which incorporates both quantitative and qualitative factors in evaluating fund managers and their investment strategies.
As a member of Retirement Plan Advisory Group™ (RPAG™), Independence Financial Partners has access to dedicated Provider Search/Fee Benchmarking resources for investment management, recordkeeping services and fee comparisons, which helps plan sponsors to meet important fiduciary requirements while ensuring a best practices retirement plan.Since 2011, the RPAG B3 Provider Analysis™ system has received over 20,000 live pricing quotes from service providers and has produced over 5,000 benchmarking reports.
We address questions like:
We use the Fiduciary Fitness Program™ to measure the health of a retirement plan, through our membership in the Retirement Plan Advisory Group™ (RPAG™). Our program provides resources as a means to identify potential weaknesses in your plan and remedy through education, diligence, and process.
When participants achieve their retirement income potential, they’re able to enjoy retirement the way they want to. We work with participants to build and follow a retirement income strategy to help preserve financial security – and avoid having to make tough choices later in life.
*This summary is being presented for informational purposes only. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.
Kevin J. Beaulieu AIF®, ChFC®Managing PartnerIndependence Financial Partners
100+ Years of ExperienceEstablished in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.
About UsIndependence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.