Tax-Exempt Plans

A retirement savings plan for all types of organizations.

Every organization deserves a retirement savings plan. For tax-exempt organizations, by getting a retirement plan in place you will help your employees save for the future and creating a stronger sense of security in their current employment.

Which Organizations Qualify for a Tax-Exempt Retirement Plan?

  • Organizations exempt from income tax under Internal Revenue Code Section 501 (can including private foundations and organizations)
  • Political organizations described in IRC 527
  • Organizations described in IRC 4947(a)
  • Prepaid legal plans described in IRC 120
  • Welfare benefit funds described in IRC 4976