The Cleveland Metropolitan Bar Association is proud to announce a 401(k) & Retirement Services for members via Equitable Advisors, TransAmerica and Rea & Associates. We are dedicated to your success both personally and professionally and are pleased to offer a comprehensive 401(k) & Retirement Services program that encompasses all the essential plan benefits of a large company retirement plan including streamlined administration, fiduciary risk management and institutional pricing but customizable for a solo, small/mid/large size law firm.
We handle the heavy lifting:
Qualified firms with 1-150 employees (including solo practitioners) that are members of the CMBA are eligible to participate. If you have an existing plan, it makes sense to compare the CMBA plan to your current plan as there could be Administrative and Tax advantages as well as potential cost savings. All lawyers participating in the plan must be in good standing with the CMBA prior to joining the retirement services plan.
For more details and to request an personal consultation contact Jason Harris at equitable advisors via email jason.harris@equitable.com or call 419.705.6580
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Equitable Advisors and its associates are not affiliated with TransAmerica, Rea & Associates or the Cleveland Metropolitan Bar Association. AGE-6059027.1 (11/23)(Exp. 11/25)
