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

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LEARNING MORE?

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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:

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

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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 21, 2018
State Bar of Texas
Marriott Marquis, Houston, TX
June 21, 2018
Rhode Island Bar Association Annual Meeting
Rhode Island Convention Center, Providence, RI
June 21, 2018
North Carolina Bar Association Annual Meeting
Wilmington Convention Center, Wilmington, NC
June 27, 2018
Alabama State Bar Association Annual Meeting & Legal Expo 2018
Hilton Sandestin Beach Golf Resort & Spa, Miramar Beach, FL
June 27, 2018
State Bar of Arizona Annual Meeting
Sheraton Wild Horse Pass Resort & Spa, Chandler, AZ
July 11, 2018
The Mississippi Bar Annual Meeting
Hilton Sandestin Beach Golf Resort & Spa, Sandestin, FL
July 12, 2018
State Bar of Nevada Annual Meeting
The Drake, Chicago, IL
July 18, 2018
Idaho State Bar Annual Meeting
Sun Valley Resort, Sun Valley, ID
July 19, 2018
National Association of Women Lawyers (NAWL)
The Grand Hyatt New York, New York, NY
July 19, 2018
National Association of Women Lawyers (NAWL)
The Grand Hyatt New York, New York, NY
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