For any information (e.g., plan design, provisions, etc.), please contact Christine Munoz, Director, Employee Benefits at (800) 848-4401 or firstname.lastname@example.org. |
Be Independent When You Retire!
MEP 401(K) Plan
Traditional, Roth, SIMPLE and SEP
With over 25 years in the retirement business, the Big "I" serves as a strong advocate for participating agencies. Whether it concerns a complicated transition from another provider, or perhaps a sale of the agency, we know your business, understand your market, and can grasp your needs.
Roll Over Your Plan and Save
Our 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’re 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.
A Plan for Every Need
Whether your goal is to maximize owners’ contributions, lower your agency’s tax burden, or retain key employees, our retirement professionals can tailor and customize a plan to fit your needs.
MEP 401(k) Plan
The Big “I” MEP 401(k) Plan is sponsored by Big “I”
Retirement Services, LLC. It is a multiple employer plan also known as
the MEP, which is a great way to lower your overall retirement plan costs while
receiving consulting, helpful educational tools and low cost investment
options. Big “I” Retirement Services, LLC has partnered with national
firms to provide a unique member only plan that simplifies plan sponsors
administrative responsibilities while limiting your fiduciary exposure. By partnering with Mesirow Financial, a 3(38) fiduciary and MVP Plan
Administrators, a customer service oriented record-keeper, the Big “I” MEP
401(k) Plan is designed to maximize cost savings and our unique association
The Big “I” IRA Program offers Traditional IRAs, Roth IRAs and
IRA plans such as SIMPLE IRAs and SEP IRAs. Administrative services are
provided by The IRA Center and investments are offered from a variety of fund
families including the Prudential Guaranteed Income Fund. With great
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 offer maximum flexibility at a competitive