Plan Sponsor

We can establish your stand-alone defined contribution plan and tailor our services to provide your business with efficient trustee, recordkeeping and investment advisory services, regardless of your particular need or plan requirements.

• Receipt and investment of employees’ and employer contributions
• Participant’s disbursements, tax reporting and withholdings
• 24-hour web-access to review account activity at popular.com/401k
• Monthly, quarterly, and annual plan level trust reporting
• Custody of plan assets
• Assistance to auditors and administrators as required
• Single point of contact with team of specialists
• Proxy voting (directed or discretionary)

Webinars, on-site seminars, and conferences are offered throughout the year to discuss specific issues and developments in the retirement plans administration industry. In addition, our annual Retirement Plans Conference is a one-day event that allows our clients to learn further from and share with prominent figures in the industry.

We offer our Popular Master Plan, which provides distinct advantages in both time and money, for corporations, partnerships, sole proprietors and self-employed individuals.

We assist you in your fiduciary responsibility by implementing a formal and prudent investment process in the selection and periodic monitoring of your plan’s investment options.

Plans designed to satisfy the retirement needs of key executives and other highly-compensated employees, providing benefits beyond those available in a qualified retirement plan.