Associations

associations

Providing robust retirement benefits for your association members

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.

How Does It Work?

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.

Potential cost savings

Plan-smart, group negotiated pricing

Increased productivity

Outsourced plan administration allows employees to focus on their jobs and not managing a retirement plan

reduced risk

Outsourcing most fiduciary responsibilities can help reduce your risk, both administrative and investment management

one-on-one financial planning opportunities

Plan participants will have access to our Financial Advisors who can assist them with individual wealth management services

attract and retain employees

Providing a retirement plan shows employees that you care and are invested in them

improve outcomes for plan sponsor and participants

Help achieve better retirement outcomes for the plan sponsor and the participants

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