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The Florida Bar Member Benefits Retirement Program

Partnering with you to provide a customized solution to fit your firm’s unique needs. We are here to help you compare plan types, cost, investments, and to offer educational and support services.

Maximum Saving

Helping owners and employees save as much as possible

Ongoing Guidance

We are dedicated to helping you and your employees with investing and administration of your plan

Solutions for all Firm Sizes

Whether you are a Solo Practitioner or a firm of 100 employees, we have you covered for your retirement needs

FILL OUT THIS FORM FOR MORE INFORMATION ON RETIREMENT PLANNING:

PLAN TYPES:

We have the plan type that best fits your firm.

  • Defined Benefit

  • Cash Balance

  • 401(k)

  • Profit Sharing

  • SEP IRA

  • Simple

PLAN STRATEGIES:

Meet your financial objectives with a variety of plan strategies.

Safe Harbor

Maximize contributions while reducing limitations associated with testing

Social Security Integration

Formula awards higher-paid employees with a larger percentage of their compensation

Cross-Tested

Different employee groups defined and separate contributions made to each group