Take This Smart Step When Cost-Conscious Decisions Matter Most Every business owner wants to feel confident that their retirement plan is working the way they expect and that they’re seeing value for money spent. That’s where a plan checkup comes in. It’s the best way to dig into your plan’s design and performance, get a complete picture of fees and expenses, and uncover opportunities to save. It can also help you explore when it’s time for a change. We make it easy. As an Arlington Chamber member, we’ll do the heavy lifting for you through our partnership with Barry Seymour with Morgan Stanley Wealth Management — and you can discover whether a 401(k) program may be a good fit. What is a 401(k) program? It’s a group 401(k) solution that organizations can offer to members, like you, to join — typically at a group rate. The program gathers many tasks involved in operating a retirement plan and hands them over to third parties, like administrative and investment fiduciaries. So you get the benefit of offering a 401(k) to employees without having to own all of the work, responsibility and liability. Your Chamber 401(k) program can be a cost-effective option. Access to potential pricing and service efficiencies — economies of scale — that you may not have by sponsoring a plan on your own. More value — expertise, influence, resources and strength in numbers — at a competitive group price from Lincoln Financial Group, an award-winning retirement plan provider. Regular individual plan reviews for price reductions as plans grow. Schedule 15 minutes with Barry Seymour with Morgan Stanley Wealth Management to review your plan and see how the Chamber 401(k) program can benefit your business. And check out this video to learn more about the value of group 401(k) programs. LEARN MORE Arlington Chamber of Commerce | 2009 14th Street, North, Suite 100, Arlington, VA 22201 Unsubscribe
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