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PRUDENT PROCESS® Investment Management
Makes Diligent Plan Improvement Easy
For 401(k) and 403(b) Retirement Plans

Lower Plan Fees / Higher Quality Investments
Effective Services

Free 1:1 Phone Review

Improve Your Plan / Inspire Your People

All retirement plan advice options are not equal. Corporate retirement plans have increased buying power for investments and services compared to just a few years ago. Capitalizing on this buying power opportunity may create a much better plan to help your employees thrive while managing risks to your organization.

Our PRUDENT PROCESS® simplifies the complex responsibilities of ongoing retirement plan improvement from a best interest perspective. Let us help you build a better future and help you get back to the business of your business.

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PRUDENT PROCESS®
can help manage your
responsibility and risk

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Does your process manage risk
and conflicts of interest?

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We simplify complex Investment
Selection and Monitoring
to make plan improvement
decisions clear

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...And how do these
investments work together
to create efficient and
diversified portfolios
for participants?

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Employees want to be
properly informed and
led toward their goals

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What do employees need
to know at age 22 to
help their savings last
to age 92?

We provide experienced, enhanced fiduciary services for a reduced flat fee.

Request a Proposal to easily determine if plan improvement with PRUDENT PROCESS® is right for your organization.

Plan sponsors are often surprised at how much money can be saved for plan participants when the investment limitations are lifted, revenue sharing is eliminated, and service provider contracts are improved.

That includes the relationship with your plan advisor.

Flat fee pricing helps manage conflicts of interest and declines as a percent of assets as the plan grows during the contract period.  Overall plan improvement can potentially result in better retirement outcomes for your participants and, as a side benefit, can have a positive impact on your company’s bottom line.

Lower Fees, Better Investments and More Effective Services are Available for Retirement Plans of All Sizes. Let Us Show You How It’s Done.

Prudent Process Retirement Plan Advisors / Investment Managers 330 Mallory Station Rd. Suite A-2 Franklin, TN 37067

Securities offered through IFP Securities, dba Independent Financial Partners (IFP), member FINRA/SIPC.  Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor.  IFP and Prudent Process are separate entities.