Get Started

When you are ready to get started, setting up your Defined Benefit plan is a simple and quick process. We help you every step of the way.


Step 2

We walk you through your results and recommend the best plan for your circumstances.


Step 3

Submit the Plan Set-Up Questionnaire to our pension administrator and sign your plan’s Adoption Agreement.


Step 4

Open an investment account and fund your plan (we help you do this).


If you have more questions:


If you are ready to get a preliminary estimate of how much you can save on taxes, fill out our quick Tax Analysis Tool here:

Calculate My Tax Savings