Participants fund their EZ IRA account through payroll deductions
EZ IRA offers participants the option to work with a pre-approved financial advisor
Participants funds are invested in Legg Mason investment options
Participants have the option to choose between a Traditional or Roth IRA
Your payroll deducted account goes wherever you work
Each participant receives their own personal online account to manage and track their investments
We've partnered with Legg Mason, a leading global investment company, to help our clients reach their financial goals through long-term, actively managed investment strategies. With over $732 billion in assets invested worldwide and over a century of experience, you can rest easy knowing your assets are with the experts.
No one knows your lifestyle and retirement needs better than you therefore, we have designed EZ IRA so you can focus on today and worry less about tomorrow.
With EZ IRA you're provided the tools to manage your investments, system to automate your retirement savings and an approved financial advisor who will help guide and support you along the way.
We are dedicated to challenging the retirement status quo with innovative thinking, strategic partnerships and ground breaking technology. Helping working Americans easily save for retirement is our ultimate goal.