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
April 9, 2019
Louisiana State Bar Association, Solo, Small Firm and Tech Conference
New Orleans
April 14, 2019
ALA 2019 Annual Conference & Expo
Grapevine, TX
May 1, 2019
ABA GP Solo Spring - 2019 Litigation & GP Solo CLE Conference
New York, NY
May 8, 2019
New Jersey Association for Justice - Boardwalk Seminar 2019
Atlantic City
May 9, 2019
National Academy of Elder Law Attorneys
Fort Worth, TX
June 2, 2019
Louisiana State Bar Association, Annual Meeting
Sandestin, FL
June 6, 2019
Indiana State Bar Association, Solo and Small Firm
French Lick, IN
June 10, 2019
Connecticut Bar, Legal Conference
Hartford
June 12, 2019
Colorado Bar Association, Solo-Small Firm Conference
Colorado Springs
June 12, 2019
Tennessee Bar, Annual
Nashville
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