Employers And Plan Sponsors
We Understand Your Retirement Needs
- Life Insurance
- RETIREMENT
Other Services:
Who We Serve
We help you build trusted relationships with your employees through the retirement benefits we offer. Together, let’s partner to offer comprehensive education, experienced and knowledgeable financial professionals, and resourceful tools and calculators to deliver the retirement plan your employees deserve. We specialize in servicing small to medium sized plans.
Nationally, we are the leading fixed indexed annuity provider in employer-sponsored plans.1 We understand the markets we serve which enables us to offer solutions that empower you and give your employees control over their retirement dreams.
Whether you are a public, private or charter school, our retirement solutions are designed to help make plan administration easier while preparing teachers for a sound and secure future. Our strategies keep in mind that educators work hard to develop future leaders of tomorrow; so, we take pride in helping them plan for the retirement they envision and deserve. That commitment is demonstrated through our LifeChanger of the Year program where we recognize and reward educators across the country for their contributions to their school, students, and community.
We specialize in qualified, non-ERISA retirement plans. We provide retirement solutions for:
- 403(b) Plans
- 403(b) plans allow your employees to save money for retirement with tax benefits.
- 457(b) Plans
- Like 401(k) contribution limits are not coordinated with 403(b) and 401(k) plans; therefore allowing employees to save more.
- IRA
- This is an account available to individuals to save for retirement. An IRA complements an employer-sponsored retirement plan.
Staying current on industry trends and regulation is fundamental to ensure your retirement plan is meeting the needs of your employees while remaining compliant. ” we keep you informed about key issues facing the industry, such as DOL and IRS updates, legislation changes, and retirement and defined contribution trends that could affect your plan. We also provide educational content to raise awareness about plan participation, product myths, and our services.
We will continue to strengthen our relationship with partnership managers through group reviews, regular communication, and plan reporting. We believe in educating the plan sponsor with the goal of helping you provide the best retirement plan for your employees.
A Relationship Built on Trust
Serving you and your retirement plan needs is our primary focus. Building an ongoing trusting relationship is the only way we do business. Our Relationships Managers are strategically positioned across the country to be actively responsive to your plan needs. We offer a single point of contact that is dedicated to ensuring your plan needs are met. These relationship managers take time to understand your plan, your participants, and your plan goals and objectives. Then, we partner with you to develop a strategy that meets those goals and objectives.
Additionally, because being compliant is at the forefront of your retirement plan needs, we partner with some of the best third party administrators across the country. As your annuity retirement plan provider, you can trust that your plan is in the best care. Through our partnership, we help to simplify and reduce your administrative burdens.
Our service model is designed to help meet your plan’s goals. Our experience combined with our plan and industry knowledge provides the support you need to achieve your retirement plan goals.
We design our products and solutions to address the needs of employers and their employees. Our goal is to provide you with the peace of mind that the people you employ are protected and financially secured.
Our ultimate goal is to help employers like you assist your employees in becoming financially independent for tomorrow. We provide the right balance of tools, sound education, and support to provide competitive retirement benefits to your employees.