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:

  
What’s New

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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
July 25, 2018
Pennsylvania Bar Association Solo & Small Firm Conference
Omni Bedford Springs Resort, Bedford, PA
July 27, 2018
National Bar Association Annual Meeting
Hilton New Orleans, New Orleans, LA
July 31, 2018
National Association of Bar Executives Annual Meeting
Hyatt Regency, Chicago, IL
August 2, 2018
National Counsel of Bar Presidents
Hyatt Regency, Chicago, IL
August 5, 2018
Minnesota CLE, 2018 Strategic Solutions for Solo & Small Firm Conference
Duluth Entertainment Convention Center, Duluth, MN
August 9, 2018
State Bar of New Mexico
Hyatt Regency Tamaya Resort & Spa, Santa Ana Pueblo, NM
August 16, 2018
ALA Mile High Chapter Business Partner Program
Ritz Carlton, Denver, CO
August 22, 2018
Ohio Bar Association
Ohio Legal Forum, Columbus, OH
September 13, 2018
ALA East Region
Palmer House Hilton, Chicago, IL
September 18, 2018
Wyoming State Bar
Marian H. Rochelle Gateway Center, University of Wyoming, Laramie, WY
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