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:

  
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
August 22, 2018
Ohio Bar Association
Ohio Legal Forum, Columbus, OH
September 13, 2018
ALA East Region
Palmer House Hilton, Chicago, IL
September 18, 2018
Wyoming State Bar
Marian H. Rochelle Gateway Center, University of Wyoming, Laramie, WY
September 19, 2018
State Bar of Montana
Red Lion Hotel Kalispell, Kalispell, MO
September 21, 2018
Washington Solo & Small Firm
Lynwood Convention Center, Lynwood, WA
September 26, 2018
State Bar of Michigan Annual Meeting/Solo and Small Firm Institute
Devos Place, Grand Rapids, MI
September 28, 2018
Vermont Bar Association Annual Meeting
Hilton, Burlington, VT
October 2, 2018
New York State Bar Association Uniting for Justice|Partnership Conference
Albany Capital Center, Albany, NY
October 17, 2018
Nebraska State Bar Association Annual Meeting
Embassy Suites Omaha Hotel & Conference Center, La Vista, NE
October 18, 2018
ALA West Region
Hilton Austin, Austin, TX
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