401(k) Retirement Program for FMA Members

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.

Complete this short 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


  • 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


Different employee groups defined and separate contributions made to each group