Group Retirement Plans – June 28, 2021

On June 28, 2021,  Tyler Stewart, advisor with The Capital Group joined us for an exploratory session on retirement plans. Multiple Employer Plans allow for decrease in costs as the number of groups increase. AMI/USA members can sign their schools and training centers up for these Association Retirement Plans as a benefit to membership. Nonprofit schools/training centers can take advantage of the plan coordinated by The Center for Nonprofit Advancement because AMI/USA is a member. For-profit schools/training centers can take advantage of the plan coordinated by The Capital Group. Click here to review the notes. If you are interested in getting more information and joining the group plan, please reach out to Tyler Stewart directly: