Since 2010, IFP Plan Advisors has quickly grown to become one of the most robust RIAs in the retirement
plan space.

Our “advisor choice” philosophy has attracted some of the most accomplished retirement practices in the nation. Operating as a hybrid RIA on the LPL platform gives our advisors the ability to access the resources of LPL while benefiting from IFP’s dedication to flexibility and adaptability. Each day the IFP Plan Advisor team works with our advisors on a variety of tasks, including crafting customized retirement plan agreements, implementing state-of-the-industry toolsets, providing sophisticated investment consulting and plan design assistance in accordance with ERISA regulations, TPA and record-keeper due diligence, and so on. Additionally, being immersed in an organization with a large wealth management presence generates obvious synergies for plan focused advisors that smaller firms can’t offer.

Plan Advisor Services

Custom Agreements

Many of our advisors utilize our compliance and legal team to craft and brand custom account agreements for their fee-based retirement plans.

Data Feeds and Customized Reporting

IFP utilizes Castle Rock Innovations, an AXIS Retirement Plan Platform, to aggregate data feeds from the record keepers we work with and provide compliance support and customized reporting for our advisors’ retirement plan accounts.

In-house ERISA Counsel

We have in-house ERISA Counsel with whom our advisors work with for whatever ERISA legal needs arise.

Custom Models for Retirement Plans

Our asset management team offers a variety of investment alternatives for use in their recommended fund lineups to plan sponsors.

CEFEX Certified

IFP has earned the Center for Fiduciary Excellence (CEFEX) certification, which is recognition of our adherence to the prudent practices required to provide support to fiduciaries. Because of this certification at the firm level, an individual or firm of IFP Investment Adviser Representatives can request a CEFEX examination and earn the designation relative to their own branded practice.