Request A Proposal

Your participants deserve a great retirement plan. Call us at 888-643-3133 or fill out the form below to get started.

Your Name:
Your E-mail:
Your Company:
Number of Employees:
Plan Asset Amount ($):
Your Phone Number:
Message:
Send Clear

Tools

Plan Scorecard

Receive a free plan analysis using IFA's Plan Scorecard.

Risk Capacity Survey

The larger the capacity for risk, the greater the expected returns. Expected returns are explained by Risk Capacity because capacity is directly linked to proper risk exposure, also referred to as asset allocation or investment policy. What’s your Risk Capacity? Find out right now when you take the simple 5-minute survey.

Retirement Analyzer

IFA's Retirement Plan Analyzer is a useful tool for helping investors get on track and stay there.

Calculators

The IFA Index Calculator, 401(k) Savings Calculator, Retirement Planner, and Roth IRA Conversion.

Fee Proposal

Straightforward fees make for easy-to-understand proposals. Answer a few simple questions and IFA will create a preliminary fee proposal for services.