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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.
The Benchmarking Department is committed solely to performing plan provider searches. By leveraging RPAG’s intellectual capital and robust consulting tools, Independence Financial Partners can lead plan sponsors through the benchmarking process—from the initial proposal requests to the final analysis, and even conversion management assistance (if and when warranted). Ultimately, the final report output documents whether current fees, services and investments are competitive with the marketplace, which helps plan fiduciaries meet their responsibilities as set forth by ERISA.
RPAG’s proprietary RFP Benchmarking process employs both quantitative and qualitative metrics. The final output is titled the B3 Provider Analysis™ to represent the benchmarking of fees, services and investments in one comprehensive report. Features of the process include:
Independence Financial Partners is a member of Retirement Plan Advisory Group™ (RPAG™). The consulting services reflect services that we will provide as a result of our member with RPAG. This includes, but is not limited to, investment due diligence, RFP and fee benchmarking, plan design and fiduciary review and communication services.
To Learn More about Retirement Strategies for you or your business, call 866-691-4100 or click to Contact Us
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.