As an Association, you have pulled together companies in a similar profession to promote common goals and provide a myriad of benefits. Now through the establishment of the SECURE Act, we’ve created a solution that allows associations to offer a pooled retirement plan.
In collaboration with our partners, we oversee plan setup, implementation, monitoring, enrollment and other duties. Through the “pooling” of association members we are able to provide greater efficiencies and the benefits listed above while still maintaining individual corporate plans.
Plan-smart, group negotiated pricing
Outsourced plan administration allows employees to focus on their jobs and not managing a retirement plan
Outsourcing most fiduciary responsibilities can help reduce your risk, both administrative and investment management
Plan participants will have access to our Financial Advisors who can assist them with individual wealth management services
Providing a retirement plan shows employees that you care and are invested in them
Help achieve better retirement outcomes for the plan sponsor and the participants