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

View Our Latest Webinars and Educational Presentations 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
January 22, 2018
New York State Bar Association Annual Meeting
New York Hilton Midtown, New York, NY
January 30, 2018
National Association of Bar Executives 2018 Midyear Meeting
Vancouver Convention Center Pan Pacific Hotel, Vancouver, British Columbia
February 1, 2018
National Conference of Bar Presidents
Vancouver Convention Center Pan Pacific Hotel, Vancouver, British Columbia
February 8, 2018
ALA State-Wide Retreat
The Music City Center, Nashville, TN
February 13, 2018
ALA, San Diego Chapter Legal Resource Fair
Doubletree by Hilton, Mission Valley San Diego, CA
February 15, 2018
Louisiana State Bar Association Solo & Small Firm Tech Conference
Sheraton New Orleans, New Orleans, LA
February 16, 2018
New Hampshire Bar Association Midyear Meeting
Radisson Hotel, Manchester, NH
March 16, 2018
Illinois State Bar Association Solo & Small Firm Practices Institutes
Holiday Inn & Suites Bloomington, IL
March 22, 2018
ALA Golden Gate Chapter Knowledge to Leadership Conference
Palace Hotel, San Francisco, CA
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