Home » IFP Retirement Services » 401(k) Record Keepers

401(k) Record Keepers

Our approved partners offer client solutions regardless of plan size. From mega-plans to micro-market plans – a solution is available from one of our preferred partners. Please note that this list is subject to change.

Preferred Partners
Group Annuity	CUNA Mutual Diversified Investment Advisor Great West ING JH Retirement Plan Services Lincoln Life MassMutual MetLife Nationwide OneAmerica Prudential The Guardian The Principal The Standard Transamerica
Mutual Fund	American Funds Fidelity Putnum
Open Architecture Recordkeepers	Most commonly used firms include: ADP Ascensus CPI ExpertPlan Pai Retirement Alliance
DCIO Funds for Open Architecture Sales	Most commonly used funds include: Brinker Columbia Franklin Templeton JH Funds JP Morgan Oppenhemier PIMCO

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.