Group Retirement Plan Information Session

ESCAPE THE TRAP OF OTHER RETIREMENT PLANS 

Stay in control with The Independent School Group Retirement Plan. The plan is governed by associations you already trust, ensuring you benefit from partnerships that understand and support independent schools with expert guidance on MEPs. Enjoy clarity, transparency, and competitive pricing for both schools and your participants.

A good fiduciary checks all the boxes - because caring is comparing.  

• The legal work on this plan was performed by the firm that wrote the book on ERISA for NAIS.
• Our plan auditor wrote the official auditing guide for multi-employer plans (different than MEPs) and is expected to write the audit guidelines for MEPs.
• Our advisory partner, OneDigital, has an extremely long and strong history with independent schools
• Our recordkeeper, Transamerica, is a leader in the MEP space. 

The Independent School Group Retirement Plan is the clear choice for independent schools that want an affordable, transparent, and comprehensive retirement plan. No hidden agenda, no hidden fees, and no corporate nonsense. Just a solid plan with you in mind.

Thursday, September 12, 2024

11:00am - 12:00pm

Zoom link will be emailed upon registration