Customized 401(k), 403(b) 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.
Brochure
Investments
Tools
Retirement Analyzer
Plan Scorecard
Join us during the National Save for Retirement Week to help bring awareness about retirement savings to the public.
It is never too early or too late to start planning for a secure retirement.
An IFA 401(k) offers a fully transparent suite of services for a reasonable fee. How does an IFA 401(k) stack up for your business? Let IFA show you a comprehensive preliminary fee proposal based on just a few simple questions