IFP Plan Management is a turnkey program that offers financial advisors the ability to professionally manage a client’s 401(k)/403(b) plan.

It is not a rollover or an in-service distribution—the balance stays in the employer-sponsored retirement account while plan participants gain access to thousands of investment options on a very robust platform.  Working with our team, advisors can provide participants with asset allocation strategies, risk management, diversification techniques and rebalancing principles, and participants receive ongoing professional advice, monitoring and management of their accounts.