Independent Financial Partners, a Tampa, Florida-based broker-dealer and registered investment adviser managing $12.1 billion in assets, said it will offer the Sallus Retirement pooled employer 401(k) plan through its affiliated advisers, many of whom serve small businesses and their owners.
Pooled employer plans let unrelated companies pool their 401(k)s into a single retirement plan, giving them the scale afforded larger companies and letting small firms avoid the administrative burdens of running a 401(k).
Sallus Retirement, based in Berwyn, Pennsylvania, is an independent pooled plan provider whose PEP is fully digital.
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