Our Retirement Administration Services

Retirement plans are one of the best ways for employers to build employee loyalty and retention.

We see our role as facilitators, helping employers select the right plan design for their company's needs and then providing the ongoing support required to ensure that a retirement plan is successful.

401(k) Retirement Services

Plan Design | Plan Implementation | Consulting Services | Annual Compliance Testing

Employer Retirement Plans

Our Retirement Services Administration Team

  • Scott Freeman, QPA, QKA
  • Sherry Freeman, QKA

FAQ - Frequently Asked Questions

  • For Retirement/401(k) Plan Sponsors and Administrators

401(k) Record Keepers

121-20151007-256299

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.

E-Newsletter Signup

We Can Help With...

Existing client?

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

This email address is being protected from spambots. You need JavaScript enabled to view it.

935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067