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.
Attract and Retain Employees
Maximize Tax Benefits
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.
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 13, 2019
Washington Bar, Annual WSBA Solo and Small Firm Conference
September 18, 2019
2019 ALA C4 Legal Industry Conference
September 22, 2019
NAMWOLF, Annual Meeting and Law Firm Expo
Los Angeles, CA