We’ve created an incredible 401K program for our associate members (gold and above) and peer group (virtual and live). It offers agencies to maintain individual control and specific program elements while enjoying incredible savings on fees, thanks to the total assets under management.
Our 401K plan, which partners with Transamerica, one of the largest financial services companies on the planet, delivers:
Individualized programs: with an online portal just for your agency & employees
Great investment options: Transamerica is one of the largest and oldest (1094) financial services companies in the US., offering a wide range of investment products inside the 401K program
Cost effective: Annual admin fees cap at $1,110/year and will go down based on the overall asset size of the program (all agencies combined) and could get as low as $100/annually
Fiduciary protection and complete compliance: Our partners have been doing this for decades are this is ALL they do.