SAI offers different fee schedules and programs to meet the needs of various business types. We have made the following forms as simple as possible through our "One-Click" submission packages:

Click on pictures for more info. Please scroll down to see al kits.

Cash Balance & 401(k)
Combo Installation Kit
Fully Insured & 401(k)®
Combo Installation Kit
Defined Benefit & 401(k)
Combo Installation Kit

Cash Balance & Micro(k)®
Installation Kit
Defined Benefit & Micro(k)®
Combo Installation Kit

Qualified Plans
Installation Kit
Cash Balance Stand Alone
Installation Kit


Fully Insured Stand Alone
Installation Kit

Micro(k)®
Installation Kit
Non-Qualified Plans
Installation Kit
SAI New Business
Submission Checklist