50 Years
Client retention rate of 98%
No out of pocket expenses
Suits every type of ivnestor
Discover the Program
 
 

DO YOU HAVE THE RIGHT PLAN FOR YOUR FIRM?

What is your key objective? Based on the selections below, there are several plan designs that may fit your needs.

Minimize Cost

  • 401(k) Plan
  • SIMPLE IRA
  • Profit Sharing Plan

Attract and Retain Employees

  • Personal Pension Plan
  • Cross-Tested Plan
  • Social Security Integration with 401(k)

Maximize Tax Benefits

  • Safe Harbor 401(k)
  • SEP-IRA
  • Cash Balance Plan
 

Find out which retirement plan is right for your firm with our online tool:

  
What’s New

View a recording of our latest webinars:

Legislative Update
Managing Retirement Savings Through Life’s Transitions




Feeling Exposed? Take our short quiz to see if your firm is benefitting from maximum fiduciary protection.

Start Fiduciary Quiz

Interested in understanding the fiduciary considerations in offering a brokerage window? Click here.


We are pleased to inform you that a Glossary of Investment Terms has been added to the Program's website. The glossary is intended to assist Program participants, beneficiaries, and those eligible for the Program, better understand the Program's investment options. To access the glossary click here.

Come See Us
June 1, 2017
Indiana State Bar Association, Solo & Small Firm Conference
French Lick Resort, French Lick, IN
June 4, 2017
Louisiana State Bar Association, Annual Meeting
Sandestin Beach Resort - Baytowne Conference Center, Sandestin, FL
June 7, 2017
Kansas Bar Association, Annual Meeting
Hilton Garden Inn, Manhattan, KS
June 8, 2017
Colorado Bar Association, CLE - 37th Annual Estate Planning Retreat
Vail Mountain Marriott, Vail, CO
June 12, 2017
Connecticut Bar Association, Connecticut Legal Conference
Connecticut Convention Center, Hartford, CT
June 14, 2017
State Bar of Arizona, Annual Meeting
Westin La Paloma Resort & Spa, Tucson, AZ
June 14, 2017
Arkansas Bar Association, Annual Meeting
Hot Springs Convention Center, Hot Springs, AR
June 14, 2017
State Bar Association of North Dakota, Annual Meeting
Ramada Plaza Suites, Fargo, ND
June 14, 2017
Tennessee Bar Association, Annual Meeting
Meadowview Marriott, Kingsport, TN
June 21, 2017
Maine State Bar, Annual Meeting 125th - Anniversary Gala
Sugar Loaf Mountain, Carrabassett Valley, ME
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