Popular Master Plan

This plan consolidates the following services in one institution resulting in a more efficient administration:
 

  • Trustee Services
  • Plan Design, Implementation and Qualification
  • Three Flexible Plan Adoption Agreements
  • Diversified Recordkeeping Service
  • Comprehensive Investment Options Menu
  • Enrollment and Investment Education Sessions
  • Client Support
  • Quarterly Evaluation of Investment Options


Benefits: 
It saves you time and money by utilizing a plan already established and qualified by the Puerto Rico Treasury Department. Banco Popular acts as trustee and record keeper under the Plan, enabling you to pass on a great portion of your fiduciary and plan administration responsibilities.  The employer receives professional advice in the design and implementation process of the plan. Retirement plan participants receive periodic account statements.
 

For more information contact us at 787-754-4005.


The investment products offered through Banco Popular's retirement plans are not FDIC insured. These products are not bank deposits, obligations of, nor guaranteed by Banco Popular de Puerto Rico. They are subject to market risks, including the loss of principal. Please request a prospectus and read it carefully before investing.