Naples, FL— RMC Group, a national retirement plan provider headquartered in Naples, Florida, has announced a new strategic partnership with National Life Group to support the design and administration of Solo 401(k) retirement plans for National Life Group’s nationwide network of agents.
Under the agreement, RMC Group has been selected as the exclusive marketing partner and Third-Party Administrator (TPA) for Solo 401(k) plans sold by National Life Group agents that include National Life products.
Through this partnership, National Life Group agents will be able to leverage RMC Group’s expertise and proprietary PlanGen system to efficiently design and implement Solo 401(k) plans for business owners, with no employees.
A Solo 401(k) is a 401(k) retirement plan designed for an employer with no employees other than the business owner and the owner’s spouse. The plan enhances retirement savings because the owner can contribute to the plan in two roles — both as the employee and as the employer — allowing significantly higher retirement contributions.
The partnership allows National Life Group agents to provide clients with a streamlined process for establishing these plans. Using PlanGen, RMC Group’s proprietary plan design and proposal platform, agents can generate a customized Solo 401(k) plan design within minutes using only basic census information.
Once the plan structure is determined, RMC Group provides full support through plan documentation, trust establishment, compliance monitoring, and ongoing administration.
By combining RMC Group’s retirement plan expertise with National Life Group’s established distribution network, the partnership expands the retirement planning solutions available to agents serving self-employed professionals, consultants, and small business owners seeking more sophisticated retirement strategies.
“Our goal has always been to simplify complex retirement plan solutions,” said Tamara Middleton, VP of Pension Operations. “By partnering with National Life Group and integrating our PlanGen system into their agent workflow, we’re giving agents the ability to quickly provide powerful retirement planning options to the self-employed market.”
The partnership officially launches beginning March 2026 and is immediately available to National Life Group’s agent network.
About RMC Group
RMC Group began as a life insurance agency and actuarial consulting company in Chicago, Illinois, in 1974. Since then, we have grown into an international firm with offices throughout the United States and Caribbean.
A business cannot be successful unless it has provided for the mitigation of both foreseeable and unanticipated risks. This is where RMC Group steps in. Our mission is to be a world leader in risk management consulting. Our scope has expanded into all areas of risk management, insurance, and employee benefits.
Whatever you or your clients may need, RMC Group will be there to help become and remain your most trusted advisor.
For more information, visit our website at rmcgp.com.
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