Company Performance Metrics
Independent Retirement Partners provides retirement plan consulting services to employers and plan sponsors and wealth management services to individual investors. The firm acts as an ERISA 3(21) and 3(38) fiduciary for corporate 401(k) and other defined contribution plans, helping sponsors with plan design, investment selection, governance,
compliance, and administrative requirements. It offers tools and educational resources for plan sponsors and participants, including fiduciary support materials and retirement planning content. For individuals, Independent Retirement Partners offers retirement planning, portfolio guidance, and support with questions around Social Security, income strategies, and account consolidation. Its advisors deliver services through both fee-based investment advisory and commission-based brokerage channels supported by Good Life Advisors and LPL Financial.