IIAN members have access to eight types of discounted retirement plans (listed below)through the Independent Insurance Agents and Brokers of America. Their straightforward approach enables member agencies to provide retirement plans to their employees while the administrative, investment and supervisory functions are handled by the program.  This greatly reduces the burden on each agency to establish an individual plan and features a discounted cost structure using the substantial size of IIAA's membership for economies of scale.  Each participant has investment options that span the entire risk/reward spectrum, all of which are no-load and name-brand funds. There are no back or front-end charges and no restrictions or fees for fund transfers.

Choose from seven varieties of plans (Click here for a summary of plans):

1. IRA Program
2. Roth IRA Program
3. Simple IRA Program
4. SEP (Simplified Employee Pension Program)
5. Regular 401(k)
6. SIMPLE 401(k)
7. Safe Harbor 401(k)

For more information:

• Visit www.independentagent.com/Retirement
• Contact Tom Fleck with IIABA Retirement Services, (800) 848-4401, (484)371-8061 - tom.fleck@iiaba.net