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:

  
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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
May 31, 2018
Indiana State Bar Association Solo & Small Firm Conference
French Lick Resort, French Lick, IN
June 3, 2018
Louisiana State Bar Association Annual Meeting Sandestin Beach Resort
Baytowne Conference Center, Sandestin, FL
June 7, 2018
The Missouri Bar Solo and Small firm Conference
Tan-Tar-A, Osage Beach, MO
June 11, 2018
Connecticut Legal Conference
Connecticut Convention Center, Hartford, CT
June 13, 2018
Tennessee Bar Association Annual Meeting
Peabody Hotel, Memphis, TN
June 13, 2018
2018 AILA Annual Conference
Hilton San Francisco Union Square, San Francisco, CA
June 13, 2018
The Florida Bar
Hilton Orlando Bonnet Creek, Orlando, FL
June 21, 2018
State Bar of Texas
Marriott Marquis, Houston, TX
June 21, 2018
Rhode Island Bar Association Annual Meeting
Rhode Island Convention Center, Providence, RI
June 27, 2018
Alabama State Bar Association Annual Meeting & Legal Expo 2018
Hilton Sandestin Beach Golf Resort & Spa, Miramar Beach, FL
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