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Retirement Plan Services
The Trust endorses a valuable Retirement Plan Service for psychologists, provided by Thomas F. Barrett, Inc. (TFB) and the National Employers Retirement Trust (NERT)
www.nert.com

With TFB, you'll get the plan that best meets the objectives you have for retirement. And the cost to administer your plan will be extremely competitive!

Call 1 (888) 271-8035

Thomas F. Barrett, Inc. has been endorsed by The Trust to provide retirement plan services. These employee benefit specialists and administrators have been offering consulting, full service administration, and a wide array of investment vehicles designed to maximize retirement savings since 1965.

Getting started a bit late? Innovative Retirement Plan design can help make up for lost time and can be the key to your financial security.
Implementing the right pension plan to suit your individual circumstances may mean more to your retirement security than even the investments you choose for your pension.

Low Cost, High Performance Investment Vehicles
Through TFB, your retirement funds will be invested in the National Employers Retirement Trust, which offers an array of investments, including mutual funds from Vanguard, Fidelity, Artisan, Wells Fargo and others. All sales charges are waived and there are no surrender or back-end charges.

You know it always helps to talk to a professional!
There have been hundreds of changes in the tax code this past year. TFB's pension professionals can help you make the difference between just getting by and fulfilling your goals for a financially secure retirement. The phone call and initial consultation are absolutely free. They'll make sure you have the best fit!

 



Defined Benefit Plan Defined Contribution

  • Keogh
  • Money Purchase Pension
  • 401(k)
  • Profit Sharing
  • Non-Qualified
    Deferred Compensation
  • IRA
  • Corporate
  • Target Benefit
  • Age-Weighted
Call 1 (888) 271-8035

www.nert.com

Administered by
TFB, Inc.



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