The Members Retirement Program is endorsed by your association or group and is designed to meet the needs of busy professionals like yourself, by offering you an affordable, flexible way to help build your retirement assets and take advantage of potential savings today.
Establishing a retirement plan may be a big step in the evolution of your practice, but as a member it doesn't have to cost you a lot of money or consume a lot of your time. Browse the Program Benefits section for information.
We offer you three investment strategies from which to choose. The three investment strategies are Asset Allocation — Age Based, Asset Allocation — Risk Based, and Choose Your Own Investment Mix. See which strategy may align with your retirement goals.
The Program offers you a full-service retirement plan on preferred terms, due to your group's ability to leverage its organization's size and market strength. The Members Retirement Program offers:
Your employees can better prepare for retirement with access to:
Members Retirement Program provides a new kind of 401(k) experience, with effortless management, customized plan design and access to educational tools to assist you and your employees in planning, saving, and investing for retirement.
How to Get Started