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Our Retirement Administration Services

Our Process
Our History
Our Values

Retirement Education:  

Added Value for Your Company Retirement Plan

Company retirement plans, done right, can be a powerful benefit for attracting and retaining employees at all levels. There are many different retirement plan options, and our experienced team will help you find the right solution for your needs.

Financial education for employees is an important part of an effective company retirement program and encourages participation. Independence Financial Partners has decades of experience with organizations of all sizes and levels of complexity. Our team is built to deliver a great educational experience covering topics that range from retirement-specific education to basic financial principles, tailored to the needs of your organization and your employees. 

Beyond educational sessions, we have more than 40 financial professionals available to meet personally with your employees. Our centralized location is easy to find and provides a convenient, professional location for employees to meet with us and hold confidential conversations.

In addition, we are experienced in a host of related services including insurance, executive benefits and compensation, and both qualified and non-qualified plans. Contact us to learn more about our comprehensive services.

Retirement plans are one of the best ways for employers to build employee loyalty and retention.

We see our role as facilitators, helping employers select the right plan design for their company's needs and then providing the ongoing support required to ensure that a retirement plan is successful.

401(K) RETIREMENT SERVICES

Plan Design | Plan Implementation | Consulting Services | Annual Compliance Testing

EMPLOYER RETIREMENT PLANS

OUR RETIREMENT SERVICES ADMINISTRATION TEAM

Scott Freeman, QPA, QKA
Sherry Freeman, QKA

FAQ - FREQUENTLY ASKED QUESTIONS

For Retirement/401(k) Plan Sponsors and Administrators

401(K) RECORD KEEPERS