Employer Sponsored Business 401(k) Plan Services for Rhode Island

Independence Financial Partners services 401(k) plans throughout Rhode Island – from Newport to Pawtucket, including Providence, Warwick, Cranston and Westerly.

One of our experienced financial professionals can assist you as you navigate the complex retirement plan landscape. As the employer, plan sponsor and plan fiduciary, you have certain responsibilities to ensure optimal 401(k) plan performance in terms of reasonableness of plan fees, optimal investment selection and educated and informed participants.

Our RI Offices

We will help you with

  • Plan design review including plan demographics review
  • Consultation on alternative plan designs
  • Safe harbor guidance
  • Consultation on automatic features
  • Review of 404(c) compliance
  • Annual plan view meeting
  • Plan fee and services benchmarking
  • Product vendor analysis
  • Review of:
    • Annual Service Report
    • Participant Activity Report
  • Transition Services if necessary

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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INSIGHTS & RESOURCES

 

We strive to help clients grow and protect their investments and businesses
through genuine partnership and deep expertise.

Contact Us

866-691-4100

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935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067