Member Discount Program

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AICPA 401(k) Plans for Firms - Member Discount Program

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The AICPA 401(k) Plans for Firms program is a comprehensive retirement solution for CPAs, created by CPAs. 

According to a recent survey of CPAs, almost 65% planned to fund their retirement with their personal assets or sell off their interest in their firm/practice. Don’t rely on this as a primary strategy for retiring! With the AICPA 401(k) Plans for Firms, you can have a 401(k) plan that works for everyone; from sole practitioners to a small and mid-sized firm.

The AICPA 401(k) Plans for Firms program allows small, mid-sized, and sole practitioner firms to:

  • Maximize partner savings for tomorrow
  • Reduce tax liability
  • Attract and retain top talent
  • Access exceptional $100/month plans exclusively for AICPA firm members with 1-50 employees

Watch our video for a program overview:


For program details:

Select from over 9,500 investment options including:

The AICPA 401(k) Plan for Firms Member Retirement program has been designed around the needs of AICPA members in firms with 1 to 50 employees. For AICPA members in business and industry or in firms with greater than 50 employees, these benefits may not apply. Please consult with a sales specialist to learn more. The consultation with a local retirement specialist is available in most major markets.

**Small businesses establishing first-time retirement programs may be eligible to receive a tax credit of 50% for annual administrative costs, up to $500, in each of the first three years of the program. Note: 100% of the employee salary deferrals are invested with 401(k) plans.