IFA Index Portfolio 100 S2B2S2B2100IFA Index Portfolio 95 S2B2S2B295IFA Index Portfolio 90 S2B2S2B290IFA Index Portfolio 85 S2B2S2B285IFA Index Portfolio 80 S2B2S2B280IFA Index Portfolio 75 S2B2S2B275IFA Index Portfolio 70 S2B2S2B270IFA Index Portfolio 65 S2B2S2B265IFA Index Portfolio 60 S2B2S2B260IFA Index Portfolio 55 S2B2S2B255IFA Index Portfolio 50 S2B2S2B250IFA Index Portfolio 45 S2B2S2B245IFA Index Portfolio 40 S2B2S2B240IFA Index Portfolio 35 S2B2S2B235IFA Index Portfolio 30 S2B2S2B230IFA Index Portfolio 25 S2B2S2B225IFA Index Portfolio 20 S2B2S2B220IFA Index Portfolio 15 S2B2S2B215IFA Index Portfolio 10 S2B2S2B210IFA Index Portfolio 5 S2B2S2B25IFA Index Portfolio 0 S2B2S2B20

Fiduciary Partner

A business owner assumes a number of duties, along with personal liability, when overseeing a retirement plan. Fortunately, IFA acts as a 3(38) investment fiduciary, accepting liability and responsibility for the selection, monitoring and replacement of passively managed index funds.
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.

Fees Matter

Hidden fees in other 401(k) plans can make it extremely challenging to identify the actual fees paid for services.

Conversely, IFA's retirement plan solutions are offered on a fee-only basis with no hidden compensation or commissions, no revenue sharing and fees are agreed upon and clearly spelled out in our agreement.

IFA also provides institutional share class mutual funds not typically available to the general public, and on average, are less expensive than industry averages.

All of this translates into savings that are passed on to plan participants, which improves their chances of meeting their retirement goals.

Request a Complimentary Fee Proposal

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