Retirement
Ensuring a financially secure and comfortable retirement starts with planning. AIA Trust’s retirement plans offer a range of solutions to help you build the financial base that will fund your future.
We can help you find the right retirement plans for you and your practice.
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Owners 401(k)
Good news for one‑person firms: You can now contribute more pre‑tax dollars for retirement than ever before.
RetirementSafe Harbor 401(k)
You may be familiar with 401(k) retirement plans. But a Safe Harbor 401(k) plan is different.
RetirementNew Comparability Plans
New Comparability Plans, also known as cross‑tested plans, enable firm owners to divide plan participants into designated groups, such as ownership, job function, and...
RetirementAIA Component 401(k) Plan
What makes 401(k) plans so popular? Contribution flexibility and high contribution limits.
ComponentsRetirement Planning
Your goal is to provide your employees with a retirement plan that is easy to use, meets their financial targets, and stays up‑to‑date with...
RetirementStructured Capital Strategies
Structured Capital Strategies is a tax‑deferred variable annuity that can help you grow your retirement assets and address the ups and downs of a...
RetirementInvestment Edge
Investment Edge is a variable annuity designed to take advantage of smart diversification and tax‑deferred growth during your wealth‑building years, followed by tax‑efficient distributions...
RetirementCash Balance Plan
A cash balance plan may be suitable for business owners that want to accelerate their retirement savings while offering potential tax benefits.
Retirement