Available Retirement Services
Big I MEP 401(K) Plan
The Big I MEP 401(k) Plan is sponsored by Big I Retirement Services, LLC. As a multiple employer plan, or MEP, it offers an excellent opportunity to reduce your overall retirement plan costs while providing consulting services, valuable educational tools, and low-cost investment options. Big I Retirement Services, LLC has teamed up with national firms to create a unique member-only plan that simplifies the administrative responsibilities for plan sponsors while minimizing fiduciary risk. By collaborating with a 3(38) fiduciary and MVP Plan Administrators—a customer-focused record-keeper—the Big I MEP 401(k) Plan is designed to maximize cost savings while leveraging our distinctive association structure.
Big I IRA Program
The Big I IRA Program provides a range of options, including Traditional IRAs, Roth IRAs, and various IRA plans such as SIMPLE IRAs and SEP IRAs. Administrative services are handled by iraLogix, while investments are available from multiple fund families, including the Prudential Guaranteed Income Fund. With attractive program features such as no minimum balance requirements, no front or back-end sales charges, and no market rate adjustments for transfers between funds, the Big I IRA Program is designed to deliver maximum flexibility at a competitive cost.
Roll Over Your Plan & Save
Advisers are available to all IIABA members to provide consultation on existing and new plans alike at no cost or obligation. At Big I Retirement Services, we consider you a member first, and a client second. Whether we are building a new plan for your agency from the ground up or simply rolling over your existing plan in order to save you money with our low administrative fees, we strive to make your experience with us pleasant, professional, and hassle-free.
For additional information or questions:
- christine.munoz@iiaba.net
- (800)-848-4401