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RRC Solo(k) Retirement Solution

Planning for the future is no easy feat, but investing in your future is something all agents and business owners must consider at each stage of their career. For this reason, RRC has partnered with Merrill Lynch to offer a Retirement Plan Exchange Solo(k) Solution.

Intended for business owners and, in some cases, their spouses, this service allows you to maximize your annual pre-tax and after-tax retirement contributions, while reducing your administrative burden, transferring certain risks and potentially reducing costs. We understand that sponsoring and maintaining a retirement plan, particularly for small businesses, can be challenging. This program brings together a team of experts and professionals on your behalf so you can focus on running your business, not your retirement plan.


Eligibility

  • This benefit is open to all active RRC members and is intended for independent agents and small business owners.

Contributions:

  • May be made monthly, quarterly, semi-annually, or annually.
  • May be made by business owner and in certain cases, the business owner's spouse.

Ready to get started?

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This member benefit is brought to you by the partnership of RRC and Merrill Lynch, a Bank of America Company.
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