Business 401(k) Plan Services for Massachusetts

Small practice 401(k)s and large plan sponsors in Massachusetts may avoid fiduciary headaches and costs by partnering with experienced compliance professionals.

Shaping a retirement plan strategy that protects your firm while providing a key benefit to your employees is how Independence Financial Partners seeks to help remove worry while adding value for employers. Our consultants can provide you with objective guidance on the full suite of 401(k) administrative services:

  • Safe Harbor Guidance and Compliance – Our compliance expertise has been a cornerstone of our services. From 404(c) review to fee notices (408(b)(2) and 404(a)(5), Independence Financial Partners can help you navigate safe harbor regulations and fiduciary requirements with confidence.
     
  • Plan Design and Demographics – Automatic enrollment and automatic escalation features can increase participation and contributions.  We’ll look at your specific plan design and help you determine if changes in design and/or communications to at-risk participant groups (those not maximizing their benefit) may improve plan demographics.
     
  • The Next Step to a Fully-Compliant and Robust 401(k) Benefit Program?  Contact Us.
    While there are many challenges for 401(k) plan sponsors, there are also opportunities to make more of your qualified plan program.  Independence Financial Partners can help you with both. 

    Comprehensive Plan Reviews – Your plan reviews will include product vendor analysis, participant activity reports, compliance review, investment policy statement review, as well as education and communications.

The Next Step to a Fully-Compliant & Robust 401(k) Benefit Program?

Call us at 866-691-4100 or click here to Contact Us.

While there are many challenges for 401(k) plan sponsors, there are also opportunities to make more of your qualified plan program.  Independence Financial Partners can help you with both. 

From our office in Franklin, MA

We serve clients from Boston to Springfield and Lowell to Worcester. 

  • 9 Summer St., Suite 305, Franklin, MA 02038

121-20150528-234531

100+ Years of Experience
Established in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.

About Us
Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.

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We strive to help clients grow and protect their investments and businesses
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866-691-4100

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935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067