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Big "I" Retirement Services

Turning Your Retirement Questions Into Answers

Big "I" MEP 401(k) Plan

The MEP is a top-tier 401k plan with low cost mutual funds, competitive administrative costs, cutting edge educational tools and plan consulting.

Sponsored by Big "I" Retirement Services, LLC and available exclusively to Big "I" members, the MEP 401(k) has helped many agencies fulfill their fiduciary obligation by reviewing their plan expenses and educating them on the true cost of their plan. In addition, many were able to reduce their recordkeeping and investment expenses.

Watch the recorded live stream session, with Dave Evans, Senior VP Retirement Services & Financial Planning, IIABA to learn more about how the Big "I" MEP 401(k) Plan works and how it can benefit your agency.

Recorded on November 21, 2016

Additional MEP Resources:

WHEN IS THE BEST TIME TO COMPARE MY PLAN TO THE MEP?
Anytime! As a current plan sponsor, it is your ongoing fiduciary responsibility to review your plan and determine if the fees/costs are reasonable, avoid excessive plan costs and look at the overall benefits provided to plan participants. You, the plan sponsor, can inquire any time during the year about the MEP and obtain a proposal and discuss the finer details such as transition timing, the impact of moving from a single employer plan to the MEP and introduce you to the administrator who will walk you through the process. Review your current plan expenses and design with the team to ensure you are maximizing your retirement plan benefits for you and your employees.

Interested? Compare your plan to industry benchmarks! Get started on a complimentary plan consultation right away. Contact Christine Munoz at
(800) 848-4401 or christine.munoz@iiaba.net for a free plan consultation.
 

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