The LEO Advantage
The TAUC Group 401(k) Program helps contractors manage the complicated administrative tasks involved with operating their companies’ retirement plans. When a contractor joins the Program — typically at a competitive group rate — many of the day-to-day tasks involved in running a retirement plan are handed over to third parties, like administrative and investment fiduciaries.
If you’re a TAUC Local Employer Organization (LEO) member, however, you might be wondering how this applies to your organization. Well, we’ve created a special enhancement for our LEOs: even if the TAUC Group 401(k) Program isn’t a fit for your association, as a benefit of being a TAUC member, you can offer it to all of your member contractors— even if they aren’t a member of TAUC! It’s a great way to add value to your own organization and enhance your LEO’s value to members.
Here to Help
If you decide to share the TAUC Group 401(k) Program with your membership, you’ll have support from a team of experts from UBS, Lincoln and The Retirement Advantage (TRA). Not only will they bring you up to speed on how the Program works and answer all of your questions, they’ll also provide you with a turn-key marketing plan: pre-written emails, articles and fact sheets you can share with your members and post to your website.
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.
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.