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:

Understanding what your 401(k) is costing you and your firm
Administering Best Practices




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
May 5, 2017
Washington State Bar Association, Senior Lawyers Conference
Seattle Airport Marriott, SeaTac, WA
May 10, 2017
Philadelphia, ALA Chapter, Legal Expo
The Loews Philadelphia Hotel, Philadelphia, PA
May 10, 2017
Pennsylvania Bar Association, Annual Meeting
Omni William Penn, Pittsburgh, PA
May 17, 2017
New Jersey State Bar Association, Annual Meeting
Borgata Hotel Casino & Spa, Atlanta, NJ
May 18, 2017
Vermont Bar Solo & Small Firm Meeting
Basin Harbor Club, Vergennes, VT
May 18, 2017
ABA GP Solo Joint Spring Meeting
Fairmont Scottsdale Princes, Scottsdale, AZ
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
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