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

Request a Proposal to easily determine if plan improvement with Prudent ProcessTM 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.