Membership Application

Membership Application

 

Join or Renew Your Membership in IFLC


Service providers are members of IFLC.
Investment advisors, independent ERISA 3(16) Plan Administrators, recordkeepers, third party administrators, and other service providers that strongly advocate fiduciary excellence join IFLC. Many of IFLC’s service provider members are evaluated under vendor programs offered by CEFEX, ASPPA, and FSMA.

Retirement plan sponsors and foundations join IFLC.
Why? IFLC is a community of fiduciaries that offers leadership on key issues such as procurement of retirement plan services, fiduciary standards, training, and rankings of vendors.

Select your membership category from the types listed below and you will be advanced to the membership application form.
(All amounts shown are USD)

United States
Retirement Plan Sponsor
$350 Annually
Non-Profit Organization
$350 Annually
Private Trust
$350 Annually
Employee of any of the above
$249 Annually
Investment Advisor
$950 Annually
Investment Manager
$1495 Annually
Record Keeping and TPA Firms
$950 Annually
Canada
Investment Advisor
$825 Annually
Fund Manager
$825 Annually
Australia
Investment Advisor
$775 Annually
Fund Manager
$775 Annually
New Zealand
Investment Advisor
$725 Annually
Fund Manager
$725 Annually