汇集雇主退休计划

Envision A Different Kind Of Retirement Solution

SBAM understands what small businesses hate about 401(k) plans – the cost, the time and really not understanding their fiduciary responsibilities.  The SECURE Act now allows employers from all industries and sizes to band together to create a new type of retirement plan:  Pooled Employer Plan (PEP). Employers may now participate in a PEP instead of sponsoring a traditional 401(k) plan.

The SBAM 汇集雇主退休计划 powered by 标签的资源, 泛美, and Graystone Consulting solves for what small businesses hate the most about their retirement plan.  The SBAM PEP is cost effective and outsources administration and liability.  Program pricing is inclusive of 3(16) and 3(38) fiduciary services.

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SBAM成员可获得特别储蓄 & 好处

We’ve negotiated exclusive savings for our members including:

  • Start up plans may be eligible for up to $5,000 tax credit to cover the TAG annual administrative fee (for 3 years).
  • Additional $500 annual credit for three years when a business establishes a retirement plan with automatic enrollment.
  • 没有初始设置费用.

你必须是SBAM的基础学生, 溢价, VIP or Elite member to enroll in the SBAM 汇集雇主退休计划.

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Our Industry-Leading Partners Behind The Solution.

As a pioneer in pooled-plan solutions, 泛美 will equip our small business members with the tools, 资源, and professional support to help your employees pursue a healthier, 更安全的未来. With more than 85 years of experience helping people prepare for retirement they are one of the most recognized, 金融服务中值得信赖的名称.

35年来, Graystone Consulting – Farmington Hills, 摩根士丹利的一项业务 has delivered insightful solutions and best-in-class service to institutional investors, 小企业主, 和公司领导. The group offers advanced 资源 and fiduciary services for the administration of our retirement plan and helps our small business members integrate their company into their retirement and wealth transfer plans.

标签的资源 is the SBAM 汇集雇主退休计划 Administrator and a Named Fiduciary. It is their job to perform all functions necessary to keep your plan compliant and is responsible for the day-to-day operations of your plan.  As the largest end-to-end retirement plan provider in the US, TAG is recognized nationally for pioneering unique pooled Retirement Programs, bundling retirement plans together in a service model previously only available for very large companies.

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Are You Shouldering Too Much Responsibility in Your Retirement Plan?

As a small-business owner, you have a lot on your plate beyond managing and growing your business. You know it’s important to offer your employees a retirement program to help them save for the future. You also know a high-quality retirement plan can help attract and retain valuable talent as your business continues to grow.

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Retirement’s Impact on Small Businesses

Retirement plans are an essential business strategy for attracting talent, 控制成本, and securing employees’ financial future.

Many Americans who save for retirement do so through an employer-sponsored 401(k). 但近一半的美国人.S. 劳动力(47.3%) may be missing out on an important tool for securing their financial futures.

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Opportunities for Small Businesses to Participate in a Pooled Retirement Plan

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20, 2019 as part of the year-end spending bill. With retirees living longer, the SECURE Act endeavors to enhance benefits from 401(k) plans and IRAs. It also helps Qualified Employer Plans provide benefits for their employees.

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