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

INTERESTED IN
LEARNING MORE?

Tell us about your firm with our one-click form.
Start Here
 

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

Click here for recent market commentary from Mercer

View Update


View Our Latest Webinars and Educational Presentations

View Here


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
October 19, 2018
South Carolina Women Lawyers Association 25th Anniversary Conference
Hilton Head, SC
October 25, 2018
Wisconsin Solo & Small Firm
Kalahari Resort, Wisconsin Dells, WI
October 25, 2018
ABA, National Aging and Law Conference
Crowne Plaza Old Town Alexandria, Alexandria, VA 22314
October 31, 2018
National Legal Aid & Defender Association
Houston, TX
November 7, 2018
Oklahoma State Bar Annual Meeting
Tulsa, OK
November 8, 2018
NAPABA (National Asian Pacific American Bar Association) Annual Meeting
Chicago, IL
November 9, 2018
Delaware Valley Legal Expo
King of Prussia, PA
November 9, 2018
Maryland Solo and Small Firm
Hanover, MD
November 15, 2018
Beasley Allen 2018 Legal Strategies Conference
Birmingham, AL
OUR AFFINITY PARTNERS
arizona colorado connecticut dcbar montana
OUR AFFINITY PARTNERS
hawaii idaho illinois indiana iowa kansas
OUR AFFINITY PARTNERS
louisiana maine maryland michigan mississippi nebraska
OUR AFFINITY PARTNERS
newhampshire northcarolina northdakota NYCLAnewyorkcity ohio
OUR AFFINITY PARTNERS
oklahoma pennsylvania rhodeisland southcarolina tennessee texas
OUR AFFINITY PARTNERS
vermont washington wisconsin wyoming
OUR AFFINITY PARTNERS
westvirginia virginia newyorkSBA nevada arkansas-bar american-bar-association
OUR AFFINITY PARTNERS
minnesota-state-bar alabama AILA_assocpartner ALA_VIP