Independent Retirement
Professional-Services
Website
Industry Category
Business Keywords
Company Description
Independent Retirement is a leading professional services firm dedicated to providing comprehensive retirement plan solutions. Located in Lake Oswego, Oregon, at 525 3rd St, Ste 200, Independent Retirement empowers both employers and financial advisors through proactive compliance consulting and hands-on support. The firm's commitment to excellence ensures that clients receive tailored retirement plans designed for smooth operation and maximum impact.
Independent Retirement specializes in a wide array of services, including third-party administration, 401k plans, retirement benefit consulting, and ERISA compliance. By focusing on simplifying complexity and avoiding costly mistakes, Independent Retirement helps employers maximize the impact of their workplace benefits. The firm also serves as a reliable behind-the-scenes partner for financial advisors, protecting their reputation, streamlining plan operations, and strengthening client relationships.
With a strong focus on delivering exceptional value, Independent Retirement continues to set the standard in the retirement planning industry. Independent Retirement aims to provide unparalleled support and guidance, ensuring confident advisors, empowered employers, and successful retirement outcomes. We invite the manager of Independent Retirement to create a customized and exclusive company showcase and product listing on our platform, enhancing your visibility and reach within the industry.
Key Personnel / Employees
Compare Companies Side by Side
Compare Independent Retirement with 3 companies in Professional-Services
| Comparison Field |
Independent RetirementMain Company |
Definiti LLCView Profile |
Wise Rhino GroupView Profile |
The TPA ExpertsView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2020 | 2017 | 2022 |
|
Company Size
|
— | 201-500 | 2-10 | 11-50 |
|
City
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Lake Oswego, Oregon | Erie, PA | Incline Village, NV | New Gloucester, ME |
|
Country
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United States | |||
|
Skills & Keywords
Comparing with main company
|
12 Total Skills
Retirement Plan Services
401k Administration
ERISA Compliance
Retirement Benefit Consulting
Third Party Administration
Compliance Consulting
Financial Advisory
Audit Preparation & Support
401k
IRS Representation
CB
Retirement Plan Design
|
10 Total
10 Unique
Unique Skills:
401(k) Administration
Actuarial
Defined Benefit Plans
Defined Contribution Plans
OPEB Plans
Pension plans
+4
|
18 Total
18 Unique
Unique Skills:
Acquisitions
Business Growth
Financial Services
FinTech Platforms
Insurance Brokerage
Investment Banking
+12
|
10 Total
10 Unique
Unique Skills:
401k Plans
403(b) Plans
Compliance
Customer Service
Expert Retirement Solutions
Focused experts
+4
|
4
Total Companies2017
Oldest Founded1
Countries50
Unique SkillsSimilar Companies
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Alternative Company Names
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