Retirement Tools

Scorecard Icon

IFA's Retirement Plan Scorecard is a robust tool built specifically for retirement plan participants and administrators looking for a quick, yet comprehensive analysis of their current plan. After completing the survey, you will receive an in-depth report showing scores, strengths and weaknesses of the plan.

Retirement Analyzer Icon

What are the chances that your portfolio will survive through retirement? IFA's Retirement Plan Analyzer is a useful tool for helping investors get on track and stay there—leading them to a better retirement.

Calculators Icon

A 401(k) can be one of your best tools to create a secure retirement. It provides two important advantages. First, all contributions and earnings to your 401(k) are tax deferred. You only pay taxes on contributions and earnings when the money is withdrawn. Second, many employers provide matching contributions to your 401(k) account which can range from 0% to 100% of your contributions..

Risk Capacity Survey Icon

The larger the capacity for risk, the greater the expected returns. Expected returns are explained by Risk Capacity because capacity is directly linked to proper risk exposure, also referred to as asset allocation or investment policy. What’s your Risk Capacity? Find out right now when you take the simple 5-minute survey

Retirement Plan Sponsor Checklist Icon

If you are a 401k plan sponsor and/or administrator, you have the right to expect a high standard of care from your 401k service providers. This checklist will help you determine if your current service providers are fulfilling the expectations you have of them of them.

Retirement Tools Icon

As a plan participant, employees should be unequivocally concerned with the asset allocation of their retirement plan. As an employee, if your retirement plan is unknown to you or poorly performing, a visit to your HR department is in order. Attached is a letter to help get you started. .

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