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.
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.
