Group Retirement Plan Info Session

Declare Your Independence from Inadequate Retirement Plans
With the Independent School Group Retirement Plan  

We hold these truths to be self-evident:

Not all retirement plans are created equal, but all independent schools have a right to the pursuit of retirement happiness! The Independent School Group Retirement Plan stands out from the rest by providing unmatched pricing in the industry, making it an affordable option for schools of all sizes. On average, our competitors charge fees of 1% or more, leading to outrageous costs. Calculate the savings your school will make over the long run with our plan, and factor in that MISBO takes on the annual audit. Most schools save five figures with our plan.

The founding fathers of the Independent School Group Retirement Plan wrote the book on retirement. Our plan administrators have decades of experience and have written extensively on MEPs before MEPs were even a thing.

• The legal work on this plan was performed by the firm that wrote the book on ERISA for NAIS.
• Our plan auditor wrote the official auditing guide for multi-employer plans (different than MEPs) and is expected to write the audit guidelines for MEPs.
• Our advisory partner, OneDigital, has an extremely long and strong history with independent schools
• Our recordkeeper, Transamerica, is a leader in the MEP space. 

The Independent School Group Retirement Plan is not just a plan, it's a rebellion against the industry status quo. It's the clear choice for independent schools that want an affordable, transparent, and comprehensive retirement plan. No hidden agenda, no hidden fees, and no corporate nonsense. Just a solid plan with you in mind.

To find out more about the plan, visit indyschoolretirement.org.