Advantages of Your AAO-Endorsed Plan
Safe
AAO-Vetted and Endorsed Plan Provider.
All Plan Assets Held at Charles Schwab & Co., Inc. and Charles Schwab Trust Bank.
Highest Level of ERISA Section “3(38)” – Not Lesser “3(21)” - Fiduciary Support to Protect Your Practice’s Owners and Plan Trustees Personally.
Simple
Comprehensive and Customizable. Easy to Setup & Run. Simple Transfer of Existing Plans.
Assigned and Attentive “AAO Care Team” Representatives Available – including by Phone – for All Questions and Assistance. No Runarounds!
Flexible
Three “Investor Profiles” Available in All Plans. Participants Signup - and Pay for - Only Their Optimal Level of Investment Assistance.
“Safe Harbor”, “Roth” Features, Etc. at No Additional Cost. Flexible Plan Features for Targeted Employee Benefits and Competitive Recruiting Advantage.
Low-Cost
FREE Plan Set-Up and FREE Annual Benchmarking – a Minimum $1,150 AAO Member Benefit.
