Have you considered 457(b), Optional Retirement Plans (ORP) and 3121 FICA Alternative? We can help you and your employees all of these ways!
As you may know, National Life Group is a proud provider within many public 403(b) retirement plans. But there is more to life and retirement than 403(b)! We are here for you as experts in other retirement plan types that could be offered to your employees. As you take stock of your employees’ needs, this year, more than ever, we want to make sure you have what you need to succeed and help your employees retire with dignity and confidence.
In addition to 403(b) plan services, we also offer 457(b) deferred compensation plan, optional retirement plan (ORP), Special Pay (vacation & sick time), and 3121 FICA Alternative plan services that could save you over 6% on your matching contributions to Social Security for your part-time employees.
In addition, our Balanced Opportunities* retirement platform provides your employees with access to a full-service retirement program which provides a wide range of mutual funds as well as individual and group annuities through a single web portal. And, you should know that retirement education for your employees is at the core of our service model both at the plan sponsor and participant levels. We are so excited to share this comprehensive retirement program with you!
For over 170 years, National Life Group has proudly served the employees of organizations like yours. To learn more about how we can assist you and your employees reach their retirement savings goals across all of your retirement plan types, please contact the Retirement Services Department at 866-243-7174 or retirementservices1@nationallife.com.
Let us assist you in preparing your employees for retirement readiness across a number of plans available to you!
*Balanced Opportunities is a record keeping platform marketed through National Life Group. Record keeping, web services, trust and plan administration are provided by third parties independent of National Life Group. Mutual fund custodial services provided by FPS Trust Company. Mutual funds offered are selected by, and managed accounts are offered on the platform by an SEC registered investment adviser independent of the companies of National Life Group. Advisors are required to have securities or investment advisory registrations to solicit or advise on mutual funds or managed accounts, respectively.
Mutual Funds are sold by prospectus. For more complete information, please request a prospectus from your registered representative, or through the plan website. Please read it and consider carefully a Fund’s objectives, risks, charges and expenses, including 12b-1 fees, before you invest or send money. The prospectus contains this and other information about the investment company.
National Life Group® is a trade name representing various affiliates, which offer a variety of financial service products. National Life Group’s member company – Life Insurance Company of the Southwest, Addison, TX – only offers and issues fixed and fixed indexed annuities and any associated riders on the platform and does not offer or solicit for securities. National Life Group and its member companies are independent of all other plan service providers.
FPS: FPS Services, 9200 E. Mineral Ave. Ste. 225, Centennial, CO 80112, (303) 625-9646.
National Life Group: Centralized Mailing Address: One National Life Drive, Montpelier, VT 05604 | www.nationallife.com | (866) 243-7174
TC123241(0921)3
