Choice in options and 

 

design

You’ll find a full administrative package as well as top-of-the-line service, technology and investment options in each one of our programs.  Even the smallest plans have flexibility in plan design, fees and pricing. 
Start-Ups – You can structure a  “turnkey” retirement program with easy administration that meets your need of hiring and retaining valuable employees.

Takeovers – Security Benefit Advisor Retirement Programsm offers flexibility within a prototype document that can handle the demands of converting an existing plan.

 

 

Choose from a variety of plans to structure a retirement program that best meets your needs, including:

Security Benefit Advisor Retirement Program gives you the opportunity to choose plan features that meet your specific requirements and cost parameters:

  • Eligibility Requirements

  • Vesting Schedules

  • Hardship Withdrawals

  • Employer Match Features

  • Profit-Sharing Features

  • Discretionary Employer Contributions

  • Flexible Enrollment Schedules

  • Loan Provisions 

  • And more

 

Services Offered