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
- Call at 866-691-4100 to speak with an Independence Financial Partners professional or visit one of our Rhode Island offices in Warwick, Little Compton, and Newport.
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
- Annual Service Report
- Participant Activity Report
- Transition Services if necessary