We can offer our Popular Master Plan, which provides distinct advantages in both time and money, made possible by utilizing a plan already established and qualified by the Puerto Rico Treasury Department.
As an employer, you will receive professional advice in the design and implementation stages of your plan.
The Popular Master Plan can be adopted by corporations, partnerships, sole proprietors and self-employed individuals as a Money Purchase Plan, a Profit Sharing Plan, a 1081.01 (d) Cash or Deferred Agreement or a combination of the above.
- You benefit because our legal staff remains on top of regulatory changes that affect the way a retirement plan should be structured and administration.
- You can rest assured that our team of experts will make sure that these regulatory changes are implemented in the Popular Master Plan.
The Popular Master Plan simplifies and reduces the implementation and operating cost of your defined contribution retirement plan by consolidating it in one institution which offers all of the following services:
- Plan design implementation and qualification
- Three flexible Plan adoption agreements
- Daily valuation record-keeping services
- Diversified investment options menu
- Enrollment and investment education sessions
- Support the plan's administrator