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Retirement Plan Solutions
Customized 401(k), 403(b), 457, and Defined Benefit retirement plan solutions constructed to support the specific needs and objectives of owners/plan sponsors - while helping employees define a clear path for a successful financial future.
IFA is dedicated to providing a comprehensive retirement plan solution that meets the needs of your organization and its employees. The customized Plan Sponsor services are designed to guide you, alleviate the administrative burden and provide ongoing support, monitoring, governance and communication to help ensure plan success.
IFA is dedicated to providing easy-to-understand and efficient retirement plan investment solutions that assist employees in securing their long-term financial success. The personalized Plan Participant services are designed to advise and educate employees on the importance of saving for retirement as well as provide intuitive tools and materials to educate and assist them on their road to retirement.
IFA is dedicated to complete plan transparency and an unobscured view of all fees and expenses. Trust is an important relationship component and as your fiduciary partner we are required to act only in the best interest of our clients.
7 Tips to Administer a Prudent Retirement Plan
1
Work with an ERISA 3(38) fiduciary -
this provides plan sponsors/owners confidence that the advisor is acting in your best interest—not their own.2
Exclude any revenue sharing funds from the plan -
transparency helps you make sure that you get what you pay for.3
Don't work with an advisor who is affiliated with a fund or a fund family -
self-dealing is just too easy for them.4
Work with providers who disclose any conflicts of interest -
this assures fair treatment.5
Select funds based solely on what is in the best interest of the plan participants -
risk-appropriate, passively managed funds with the goal to maintain low costs help participants get on the right track and stay there.6
Offer your participants pre-allocated globally diversified index portfolios which encompass varying degrees of investment risk -
the right portfolio for each participant.7
Work with an advisor who is committed to servicing the plan and educating the participants -
Selecting the asset allocation that best suits your participants is key to their success, along with making sure they understand the benefits of investing for the long term and avoiding speculation.
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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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