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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.

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Customized Defined Contribution Plan Design

We specialize in creating your individual defined contribution plan, adapting our fiduciary, accounting, and investment advisory services to meet the unique needs of your business as well as your plan’s requirements.

Save time and money with our Popular Master Plan. This is a pre-established plan, qualified by the Puerto Rico Treasury Department.

We assist in your fiduciary responsibility by implementing a formal and prudent investment process.

Our Non-Qualified Plans are designed to address the retirement needs of a selected group of employees, providing benefits beyond those available in a qualified retirement plan.

We offer Keogh retirement plans, approved for self-employed individuals, owners of an unincorporated business or owners of more than 10% of the capital or participation in a special partnership or a corporation of individuals.

Additional Fiduciary Services

We offer a wide range of simple and complex fiduciary relationships, including personal trusts, estates, investment management, and other corporate services.

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 787-754-4005 and 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.