Products and Services For Employers

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Retirement Strategies

  • Cost-Effective and Convenient Retirement Planning

  • Diversified Selection of Investment Options to Meet ERISA 404(c) Requirements

  • Fiduciary Guidance and Support Tools

  • Sophisticated Plan Sponsor Recordkeeping Web Site

 

Product

Features

Retirement Strategies
  • Designed for the small to mid size 401(k) plan market
  • Robust participant support and plan administration tools
Owners 401(k)
  • Designed for closely held businesses that only employ the owner and his/her family members
  • An alternative to SEPs (Simplified Employee Pensions), profit-sharing plans, Keoghs and other defined contribution plans
IL COLI 0'4 
  • Designed primarily for corporation and partnerships
  • The firm is generally the owner and beneficiary of the policy
Athena ULSM-ESLI 
  • Designed primarily for corporations where the firm is generally the owner and the beneficiary of the policy
  • Can be used to informally fund non-qualified deferred compensation plans

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