Products March 1, 2005

AICPA Hooks Up with Nationwide Financial for Retirement Plans

January 27, 2003 (PLANSPONSOR.com) - Plan sponsors at accounting companies who are members of the American Institute of Certified Public Accountants (AICPA) now have a new plan provider to consider.
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That’s because the CPA trade group has tapped Nationwide Financial to provide its members with qualified retirement programs plans — including 401 (k) plans.

Under the agreement, members have access to two programs:

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  • AICPA Member Retirement Advantage, which offers plan administration by a pre-qualified, local third-party administrator; reduced pricing for customized plan design, and access to more than 450 investment options
  • Member Retirement Trust, which includes a master plan and trust document overseen by the AICPA Member Retirement Committee, 22 investment funds pre-selected by an investment manager for the Institute, Internet access to accounts, and administration by Nationwide.

T. Rowe Price, which has provided the AICPA with IRA-based retirement programs for 10 years, will continue to do so.

For more information, check  this Web site .

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