Largest independent provider of tax-advantaged savings and strategic technology partnerships.
Leading provider of nonqualified deferred compensation, institutional insurance solutions (BOLI/COLI), and consulting services.
Leading national TPA provider delivering retirement plan administration, fiduciary compliance, and actuarial and consulting services.
Self-directed IRA Custodian specializing in alternative investments, supporting a variety of retirement accounts.
Representative Rob Wittman (R-VA) and several co-sponsors have introduced the Freedom to Invest in Tomorrow’s Workforce Act. According to a press release, the bill would permit the use of 529 account funds to pay for certain post-secondary training programs.
