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.

Owners 401(k)
Affordable options for one-person firms
Safe Harbor 401(k)
Contribution flexibility with salary deferral
New Comparability Plans
Age-weighted allocations & new comparability formulas
AIA Component 401(k) Plan
Designed to meet your needs & goals—& those of your board
Retirement Planning
For larger firms with existing assets, including group variable annuity option
Structured Capital Strategies
Grow your retirement assets while addressing the market's ups & downs
Investment Edge
Designed for investors who want tax-deferred growth potential
Cash Balance Plan
For business owners to accelerate retirement savings with potential tax benefits
Plan for future retirement, firm ownership transition, and more with our retirement product guide.