Founded in 2006, we’ve spent two decades building the kind of HR and retirement practice small businesses actually need — personal, responsive, and built around Oregon employers.
600+
Businesses Served
600+
Businesses Served
From two-person startups to 200-employee manufacturers — we’ve helped hundreds of Oregon businesses manage HR, payroll, and retirement plans they can actually afford.
16
Team Members
16
Team Members
A named point of contact backed by a full team of HR and retirement professionals who know your name — not a call center, not a chatbot, not a 1-800 number.
97%
Client Retention
97%
Client Retention
Our clients stay because the service works. Year after year, 97% choose to stay with Inde — a reflection of the relationships we build and the results we deliver.
64
NPS Score
64
NPS Score
A Net Promoter Score of 64 puts us in “excellent” territory. It means our clients don’t just stay — they actively recommend us to other business owners.
IndeHR — HR Services
Expertise to solve your problem.
You know your business. For everything you don't know about payroll, compliance, workers' comp, employee issues, and employer risk, there's IndeHR.
Give your team the peace of mind of a financially secure retirement.
7 out of 10 small businesses don't offer a 401(k) — not because they don't want to, but because managing one feels complicated. Independent Retirement handles all of it: plan design, compliance testing, Form 5500 filings, employee enrollment, and IRS representation if you ever need it — all managed by an assigned client success manager who knows your plan.
Independent professionals. Not another software subscription.
01
Ruthlessly independent
No affiliations, no kickbacks, no product incentives. Our only revenue comes from the clients we serve — so our advice is always in your interest.
02
Dedicated support
Every client gets a named point of contact backed by a full team — not a ticket queue, not a chatbot, not a rotating help desk.
03
All-inclusive flat-fee pricing
Whether it's HR services or retirement plan administration, you pay a predictable monthly fee that covers the work. No nickel-and-diming for routine work — ever.
04
Built for small business
We work exclusively with small and mid-sized businesses. Our services, pricing, and team are built around the way you actually operate — not scaled down from an enterprise model.
Trusted by 600+ small and medium businesses across Oregon and nationwide
Andersen Construction
Space Age Fuel
The Beck Group
Jubitz
River City Environmental
Stoll Berne
OpenRoad Transportation
Heirloom Roses
SW Washington Contractors
OnQ Global
Reynolds Electric & Plumbing
Iverson Family Farms
Superior Tire Service
Spada Properties
Emergency Associates of Yakima
Andersen Construction
Space Age Fuel
The Beck Group
Jubitz
River City Environmental
Stoll Berne
OpenRoad Transportation
Heirloom Roses
SW Washington Contractors
OnQ Global
Reynolds Electric & Plumbing
Iverson Family Farms
Superior Tire Service
Spada Properties
Emergency Associates of Yakima
What People Say
Real results, real reviews.
★★★★★
5 average from client reviews
★★★★★
"I’ve worked with Independent Retirement for three years, and they’ve been an invaluable partner—not just in servicing plans, but in growing my business. Their team is proactive, responsive, and always willing to collaborate on prospecting opportunities. Whether it’s helping with plan design discussions, attending finalist meetings, or providing compliance expertise, they add real value that helps us win and retain clients. They don’t just handle the technical side—they’re invested in our success. If you’re looking for a TPA that’s more than a service provider but a true business development partner, I can’t recommend them enough."
Clay Cooper, CFP
Wealth Management Advisor and Partner at Clearview Financial Partners
★★★★★
"I’ve worked with Independent Retirement for years, and they’ve been a rock-solid partner every step of the way. Their team is incredibly responsive—when a client has a question or a challenge, they jump in with clear, practical solutions. Their deep expertise in ERISA and compliance helps our clients stay on track and avoid issues. But what really sets them apart is their partnership mindset—they’re not just a vendor; they’re a true extension of our team. If you need a TPA that delivers both service and strategy, I highly recommend them."
Charles Warren, AIF
Senior Plan Consultant at Multnomah Group, Inc.
★★★★★
"After working with Independent Retirement for over a decade, I can confidently say they are the most reliable, responsive, and knowledgeable TPA I’ve ever partnered with. The trust we’ve built over the years comes from their unmatched support—when a client issue arises, their team responds faster and with more clarity than anyone else in the industry. Having a dedicated sales consultant has been a game-changer, ensuring we always have direct access to strategic guidance and plan solutions. Their commitment to service and expertise gives me confidence that my clients are in the best hands, every time."
Zack Blalack
Financial Adviser and Managing Partner at Falcon Ridge Wealth Management
Oregon + SW Washington
Six cities. One local team.
Headquartered in Lake Oswego with deep expertise across every major Oregon and SW Washington market. Your city, your compliance rules, your workforce — handled.
