50 Years
Client retention rate of 98%
No out of pocket expenses
 

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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
June 19, 2019
American Immigration Lawyers Association
Orlando, FL
June 22, 2019
North Carolina Bar, Annual
Asheville
June 26, 2019
State Bar of Arizona, Annual
Chandler
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For information on the features and benefits of the Program, including pricing, please call a Program representative at 800-826-8901.