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
September 27, 2017
State Bar of Michigan Annual Meeting
Cob Center, Detroit, MI
October 11, 2017
Nebraska State Bar Association Annual Meeting
Embassy Suites Omaha Hotel and Conference Center, La Vista, NE
October 12, 2017
ALA Legal Management Conference, East Regions
Renaissance Nashville, Nashville, TN
October 19, 2017
ABA, 2017 GP Solo & Small Firm Summit
The Saint Paul Hotel, Saint Paul, MN
October 25, 2017
Wisconsin Bar Solo & Small Firm Conference
Kalahari Resort, Wisconsin Dells, WI
November 3, 2017
National Asian Pacific American Bar Association
Marriott Marquis DC, Washington, DC
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