The Members Retirement Program

Helping you plan for a bright future

Is now the time to start a retirement plan?

Plan Start-up credits significantly offset cost of starting and funding your retirement plan

Save more in 2024

401(k) and overall contribution limits increase 

Click here to view the updated Contribution limits chart with many 2024 limits impacting retirement plans.

We make retirement planning easier.

To learn how, call a retirement program specialist at (800) 523-1125 or schedule a call.

We offer strategies designed for association members.

Program benefits
An affordable turnkey retirement program tailored to meet the needs of association members.
Plan options
A variety of retirement plan options are available for you and your employees.
Investment strategies

Choose from a range of investment strategies and styles from well-known investment firms.

Seeing how people of similar ages and incomes are saving for retirement can be inspirational.

No matter where you are today, everyone starts somewhere.

Free consultation

Get a fee quote   |   Get a plan design   |   Set up a call


* The 160-year history and assets under management shown apply solely and exclusively to Equitable Financial Life Insurance Company (Equitable Financial).

The Members Retirement Program is funded by a group variable annuity contract issued and distributed by Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY). A group variable annuity is a long-term financial product designed for retirement purposes. In essence, a group variable annuity is a contractual agreement in which payments(s) are made to an insurance company on behalf of retirement plan participants, which agrees to pay out an income or a lump sum amount at a later date to those participants. There are contract limitations and fees and charges associated with group variable annuities, which include, but are not limited to administrative fees and charges for investment management. Contact a Members Retirement Program Specialist for costs and complete details.
GE 5464301.b (02/2023) (Exp. 02/2025)