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What’s In It For The Contractor?
The TAUC Group 401(k) Program is designed to take advantage of the power of the group. But what does that mean for you — and how does that compare to a plan you may already offer to employees?
In a group program, many of the tasks that come with running a retirement plan — ones you’d typically handle on your own by sponsoring an individual plan — are gathered to be managed by a third party on behalf of the businesses that join:
Joining the TAUC Group 401(k) program and taking much of the work off your plate has twofold advantages:
A 401(k) Program Focused On YOUR Needs
When it comes to the benefits and services you offer your employees, only you know the level of support and plan management that’s right for your company. And whatever that level is, you expect–and deserve–high quality.
Joining the TAUC Group 401(k) program doesn’t mean you give up the kind of service you need. You’ll experience the benefits of a group structure with personalized service that puts you first and helping you meet your goals, on your terms.
The Program’s flexible service model means you get to decide the level of support and guidance you need. Maybe you want to maintain a certain level of control and oversight. Or you may want to hand off many of the details. Either way, you can expect a strategy and tailored plan design that represent your goals and your people–delivered by a support network that:
The People Behind the Plan
Switching providers or starting a retirement plan are big moves, so the importance of feeling good about what you’ll get — and who you’ll get it from — can’t be overstated. And it shows: Retirement plan sponsors who haven’t changed recordkeepers in the past five years say the overall relationship is the most compelling reason they stay.
When you join the TAUC Group 401(k) Program, a team of experts from Merrill Lynch, Lincoln and The Retirement Advantage (TRA) will be there from initial consultation, implementation and through post-conversion support to assist TAUC members and plan participants with running a customized and efficient retirement plan. Here’s what they’ll do to show they’re a provider worth sticking with:
A best-fit retirement plan can be a benefit that inspires loyalty, respect and satisfaction among employees. Offer them a plan from a company that people like working with–vetted by peers, professionals and businesses like yours — and you help encourage those good feelings.
The Next Step: 15 Minutes
Ready to learn more? Schedule 15 minutes with TAUC Group Program Liaison and UBS Financial Advisor Roger Feldman at 410-576-3035 or email him at firstname.lastname@example.org. Roger can discuss how the TAUC Group 401(k) program can make a difference for your business and employees.
DISCLAIMER: While TAUC is pleased to offer this Group 401(k) Program as a member benefit, information provided to members by Merrill Lynch Wealth Management, Lincoln Financial Group and The Retirement Advantage (collectively, the “Program Administrators”) has not been developed by TAUC, and TAUC does not independently evaluate or verify the accuracy or completeness of any information provided to members regarding these products and services. TAUC does not oversee the Group 401(k) Program, and disclaims and makes no guaranty or warranty, express or implied, as to the accuracy or completeness of any information provided by the Program Administrators, and disclaims and makes no warranty that their products and services will meet any particular member’s needs.
Members should rely on their own independent judgment in determining whether products and services offered by the Program Administrators will meet their needs or, as appropriate, seek the advice of a competent professional. TAUC specifically disclaims liability for any damages or loss of any nature whatsoever, including, but not limited to, special, indirect, consequential or compensatory damages, directly or indirectly resulting from the use of products or services provided by the Program Administrators.