Choose a Plan – PlanSelector Tool

In order to select the right plan, it is important to understand your company's objectives. Your answers to the following questions will help you determine which retirement plan option may be best for your company. For a comparison of each plan type, consult our Comparison Table, or call our Retirement Plan Specialists at 1-800-359-3379.

1. Is your small business a nonprofit organization?
2. Who will make most of the contributions to the plan?
  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value