Athene Self-funded Pension Plans

Though it’s an Iowa-based company, Athene USA offers plans for all 50 states. Athene is not just one company; it’s a bunch of companies under the name Athene Holding Limited, which means that combined, Athene has experience offering retirement savings and self-funded pension plans for over a century.

Three self-funded pension plans

Athene has three self-funded pension plans you can choose from: single premium immediate annuities, multi-year guarantee annuities, and fixed index annuities.

• Single premium immediate
  To get this plan, you pay one sum in order to get a stream of income for whatever length of time you chose in the contract.
• Multi-year guarantee
  With this self-funded pension plan, you get a fixed rate income that’s tax-deferred for the time specified in the contract.
• Fixed index
  Part of your premium interest rate is based on the stock market index, but it is protected from downturns in the market.

Additional benefits

“Smart Strategies” is a newsletter that provides Athene customers with valuable resources and expert advice on making the most of your retirement. Learn about smart saving tips, ways to stay healthy, and more.

Questions or concerns?

At Colohealth, we are ready to answer any questions or address concerns you might have about Athene self-funded pension plans. Call us at 800-913-6381, and we can help you sort through the sometimes-confusing landscape of self-funded pension plans.