Independent Retirement Employee Directory

Q: What is Independent Retirement known for?

Independent Retirement was founded in 2006. Independent Retirement operates in the Professional Services industry.

Q: How many employees does Independent Retirement have currently?

Independent Retirement has approximately 17 employees.

Professional ServicesUnited States11-50 Employees

Independent Retirement delivers more than plan administration — we provide proactive compliance consulting and hands-on support that make both employers and financial advisors stronger. Advisors count on us as a behind-the-scenes partner who protects their reputation, streamlines plan operations, and strengthens client relationships. Employers rely on us to simplify complexity, avoid costly mistakes, and maximize the impact of workplace benefits. The result: confident advisors, empowered employers, and tailored retirement plans that run smoothly and make an impact.

Find Independent Retirement employees' phone numbers or email addresses

Independent Retirement Global Highlights

North America
19

United States Of America
19

Independent Retirement's Leadership

E. B.
President & Ceo
Mobile Phone
Email
B. A.
Managing Consultant / Partner
Mobile Phone
Email
K. J. D.
Client Success Manager
Mobile Phone
Email
S. M.
Retirement Plan Administrator
Mobile Phone
Email
C. A.
Retirement Plan Consultant
Mobile Phone
Email
L. R. W.
Consultant
Mobile Phone
Email
A. D.
Managing Consultant
Mobile Phone
Email
A. V.
Retirement Plan Administrator And Care Team Supervisor
Mobile Phone
Email

Contact profiles from Independent Retirement

Name

Title

Contact Info

Location

Last Update

E. B.
President & Ceo
Mobile Phone
Email
United StatesOregon
Nov 15, 2025
B. A.
Managing Consultant / Partner
Mobile Phone
Email
United StatesOregon
Aug 10, 2025
K. J. D.
Client Success Manager
Mobile Phone
Email
United StatesOregon
Nov 20, 2025
S. M.
Retirement Plan Administrator
Mobile Phone
Email
United States
Nov 13, 2025
C. A.
Retirement Plan Consultant
Mobile Phone
Email
United StatesOregon
Nov 12, 2025
L. R. W.
Consultant
Mobile Phone
Email
United StatesOregon
Oct 26, 2025
A. D.
Managing Consultant
Mobile Phone
Email
United States
Oct 24, 2025
A. V.
Retirement Plan Administrator And Care Team Supervisor
Mobile Phone
Email
United StatesOregon
Oct 18, 2024
D. F.
Operations
Mobile Phone
Email
United StatesOregon
Oct 25, 2025
C. W.
Senior Client Success Manager And Compliance Specialist
Mobile Phone
Email
United StatesNew Mexico
Nov 11, 2025

Frequently Asked Questions

What is Independent Retirement known for?

Independent Retirement was founded in 2006 operates in the Professional Services industry. The company's main headquarters is located in 525 3rd St, Ste 200 Lake Oswego, Oregon 97034, US; you can contact the main corporate office by phone at

+1-503-303-****

. Explore Independent Retirement's company overview page for more information.

What is Independent Retirement's most common email format?

Independent Retirement employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Independent Retirement email formats with LeadIQ.

How many employees does Independent Retirement have currently?

Independent Retirement has approximately 17 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Independent Retirement's key employees and leadership?

As of December 2025, Independent Retirement's key employees include:

President & Ceo: E. B.
Managing Consultant / Partner: B. A.
Client Success Manager: K. J. D.
Retirement Plan Administrator: S. M.
Retirement Plan Consultant: C. A.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking