Special Offers Free Proposal ($300 Value!) If you are unsure as to the retirement plan that would suit your (or your client’s) retirement needs, get free consulting and a complete plan proposal to assist you in your decision at no charge! $250 Plan Set Up Credit! If you’ve already decided on the right plan, we will discount the set-up fee by $250.00. This discount would also apply to existing plans that transfer their administration to our company. Get Started!