Retirement Plans

The financial presshas recently discovered that low-cost index funds are the prudent choice for 401(k) plans (see More Index Funds Sought for 401(k)s in the 7/18/09 Wall Street Journal). This is not news to AIS -we have been a steadfast proponent of this approach in our retirement plan services.

Plan sponsors meet with little resistance from participants when they change plan options to these types of funds. Make sure that you have the best plan in place and contact the AIS Retirement Plan Services Department for an individual proposal and/or illustration that includes a side-by-side comparison with your current plan and investment options. There is nothing to lose; AIS provides plan illustration and proposals free of charge and with no obligation.

Sole proprietors and self-employed individuals have more flexibility in plan design and options. However, choosing the right plan can be a challenging task. Our Retirement Plan Services Department can help. Click on the Sample Illustrationfor Sole Proprietor link belowtoseean example of theillustration we can provide.

pdf-transSample Illustration for Sole Proprietor

Just click on the Plan Illustration link below for a proposal data request package or an illustration request package to begin the review of your existing plan, or to examine which type of plan is right for your business if you are considering starting a new plan.

 

For more information about our retirement services for plan sponsors please contact AIS at 888-528-1216.