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Healthcare Benefits

RETIREMENT SERVICES

From turn-key solutions to an open - architecture environment

We provide a comprehensive offering of retirement plan services to meet your clients' needs. From turn-key retirement solutions to a complete open architecture environment, our strategic partners can design, install, and administer customized retirement plans. Our partners have an array of expertise in: plan design, record-keeping, compliance testing, and participant access.

Several of the strategic partners also provide our Financial Professionals with tools such as:

  • investment policy statement support
  • quarterly and annual plan reporting
  • benchmark studies
  • model portfolio capabilities
  • customized enrollment materials

All retirement plans must be approved through the Advisor Services Division and utilize the following Strategic Partners:

STRATEGIC PARTNERS

PLAN TYPES

Fidelity

401(k), 403(b), Higher Ed ORP

OneAmerica Financial Partners, Inc.

401(k), 403(b), 457(b), 401(a), Defined Benefit, Cash Balance, ESOP, Top-Hat Plan

Security Benefit

401(k), 403(b), 457(b), 401(a

SJP Retirement Plan Services

401(k), 403(b), 457(b), 401(a), Defined Benefit, Cash Balance, ESOP, Top-Hat Plans

TIAA-CREF

403(b), 457(b), Higher Ed ORP

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