Putting money away for your retirement is essential, but many have worries about the costs it takes to put a plan in place. After a year of research and looking for solutions for our own employees, we landed on an Employer Exchange plan that brings the power of a retirement plan to a company without the prohibitive annual costs to implement. 

Joining our Exchange has so many benefits:

• Each organization has its own tailored plan design that fits them

• Can maximize annual contributions: 2022 max = $20,500 (50+yrs addt’l $6500)

• Access to pre-tax and after-tax vehicles

• Ability to transfer prior plans

• Low employer annual plan fees and lower employee plan fees

• Onboarding and ongoing education opportunities

We’ve done all the work so you don’t have to! Plug and play with our plan so you and your employees can take advantage of the investment that makes the most sense for you. 

If you are interested and would like additional information or to implement a retirement plan, please contact Lyvia Hill at lyvia@clarityei.com or