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Serving the best interests of our clients
Index Fund Advisors - A 3(38) Investment Manager
For employer-sponsored retirement plans, Index Fund Advisors (IFA) acts as a 3(38) investment manager, which mandates that we act in a fiduciary capacity as required by the Employee Retirement Income Security Act (ERISA).
Working with a fiduciary begins at the bedrock of any good partnership: trust! By sitting on the same side of the table as our clients, we are able to deliver high quality service with the sole purpose to serve the best interests of our clients. As an independent wealth advisor, we are not beholden to any particular product or service since our compensation comes from our expertise as retirement plan experts.
By working with you as your fiduciary, you can expect the following:
- Independent and unbiased advice in regard to both investment and service provider recommendations
- Complete transparency in terms of cost structure and expectations
- Unwavering commitment in educating plan participants and increasing chances of achieving retirement readiness
- Professional best practices in regard to monitoring and reviewing plan processes and documentation to help ensure compliance with federal regulations
To talk with an experienced advisor, contact us today at 888-643-3133.
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your investments. We assist clients daily
with tailored solutions designed to support you.
Calculating your Risk Capacity is a critical first
step in tailoring portfolios to align with your
financial goals.
step in tailoring portfolios to align with your
financial goals.
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TermsDisclosuresIndex DescriptionsForm CRS The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.
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