401 (K) and Retirement Group Plan Solution
WHAT IS THE MAUMEE CHAMBER OF COMMERCE 401(K) & RETIREMENT GROUP PLAN SOLUTIONS?
The GPS is a collection of single employer defined contribution plans that, through a pooled arrangement, may share a common plan administrator, named fiduciary, investment menu, plan year, and trustee. Participating employers do not have to share a common association or industry. This pooled-plan solution is designed to reduce the administrative
burden, transfer certain risks, and potentially lower the overall plan cost. It brings together a team of professionals on an employer’s behalf so they can focus on what matters most: running their business — not their retirement plan.
ADMINISTRATION MADE EASIER
When employers join the GPS, they may be able to offload the majority of admistrative tasks associated with retirement plans.
SIGNIFICANTLY CUT YOUR ADMINISTRATIVE TASKS
-Investment choice additions/deletions
-Annual census collection
-Form 5500 preparation
-Audit support
-Conduct onsite enrollment workshops
-Conduct ongoing employee education
Contact Jason Harris, Financial Advisor
3450 W. Central Ave, Suite 240, Toledo, OH 43606
p (419) 531-7131 m. (419) 705-6580
jason.harris@equitable.com
www.equitable.com
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Equitable Advisors and its associates are not affiliated with TransAmerica, Rea & Associates or the Maumee Chamber of Commerce. AGE-5280586.1 (12/22)(Exp. 12/24)
