The Members Retirement Program
Helping you plan for a bright future
Is now the time to start a retirement plan?
Plan Start-up credits significantly offset cost of starting and funding your retirement plan
Save more in 2024
401(k) and overall contribution limits increase
Click here to view the updated Contribution limits chart with many 2024 limits impacting retirement plans.
Why the Members Retirement Program?
The Members Retirement Program has given thousands of business owners and their employees the opportunity to plan for retirement. Our program was built to meet the needs of busy professionals by offering an affordable, flexible way to help build retirement assets and take advantage of potential tax savings.
Administering retirement programs for associations for over 50 years.
Designed to help busy professionals save time and money.
Equitable has been helping clients build fulfilling futures for over 160 years.*
We make retirement planning easier.
To learn how, call a retirement program specialist at (800) 523-1125 or schedule a call.
We offer strategies designed for association members.
Program benefits
An affordable turnkey retirement program tailored to meet the needs of association members.
Plan options
A variety of retirement plan options are available for you and your employees.
Investment strategies
Choose from a range of investment strategies and styles from well-known investment firms.
Seeing how people of similar ages and incomes are saving for retirement can be inspirational.
No matter where you are today, everyone starts somewhere.
Determining peer comparison group
The peer benchmarks displayed were developed in partnership with the Employee Benefit Research Institute (EBRI). The benchmarks were created by analyzing the account balances and contribution levels from EBRI’s Retirement Security Projection Model that draws information from a data set of 24.9 million 401k participants as of December 31st, 2014. A participant’s peer segment is selected based on their age and nearest salary, which is broken down into $5,000 increments. Participants who are earning $20,000 or less are considered to be in the same salary segment.
The Members Retirement Program is funded by a group variable annuity contract issued and distributed by Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY). A group variable annuity is a long-term financial product designed for retirement purposes. In essence, a group variable annuity is a contractual agreement in which payments(s) are made to an insurance company on behalf of retirement plan participants, which agrees to pay out an income or a lump sum amount at a later date to those participants. There are contract limitations and fees and charges associated with group variable annuities, which include, but are not limited to administrative fees and charges for investment management. Contact a Members Retirement Program Specialist for costs and complete details.
