Broker Check

Non Profit Plans

We utilize an integrated approach to servicing the non-profit market. This enables us to give plan sponsors a seamless total retirement solution for their employees. Through payroll deductions the employees can save on a systematic basis that will help provide retirement income.

Benefits Include:

  • Comprehensive plan design and consulting services
  • Tax deferred growth: no annual taxation on earnings
  • Investment options: fixed annuities, variable annuities, or mutual funds
  • Flexibility: start, stop, and adjust your contributions as allowed by your employer's plan.