Search

Fiduciary Services

Retirement management and planning in Puerto Rico

With more than 50 years’ experience in the industry, we offer the most comprehensive retirement plan management service in Puerto Rico. Our goal is to offer optimal and personalized alternatives to address your specific needs.

Contact us →

Optimize your retirement plan with Fiduciary Services

We offer several tools so you can always be informed on how to manage and optimize your 401k retirement plan.

We inform participants about the characteristics, design, and benefits of their plan.

We provide education on retirement planning and investments, focusing on the importance of diversification, investment objectives, historical rate of return, and other details regarding the mutual funds chosen by your employer.

We explain the different disbursement options available while working or upon termination of employment, including restrictions and tax implications for each payment option. Access our guide and learn more about the different options available.

GuidancePlus1 is your ally in personalizing your retirement strategy. Our tool allows you to create and implement an action plan tailored to your needs. We analyze your current assets and any other relevant information you provide, such as your income needs and potential additional investments, to offer you a detailed and personalized analysis of your retirement plan.

Mi Plan de Retiro @Popular® app

Access your retirement plan information anytime, anywhere, using your smartphone.

Download the app here

Participant Forms

As a plan participant, some events or transactions defined in your plan document will require your employer to have you complete certain forms. Most of these forms must be signed and returned to your employer.

Why Choose Popular

With over 50 years’ experience as leaders in fiduciary and investment services for retirement plans in Puerto Rico, Popular offers more options and the convenience of easily managing your retirement plans.

  • A pre-established plan that can be adapted to your corporation’s circumstances.
  • 24/7 online access at popular.com/401k.
  • English and Spanish speaking representatives at our Service Center.
  • Education program for participants.
  • A wide range of investment options and more.

Contact us for more information

Visit popular.com/401k to manage your account online 24/7.

Call us at 787-754-4005and talk to our experts.

Discover everything Popular has to offer for your retirement

Check out our informative articles about retirement.

Discover the reasons behind proper retirement preparation.