Chahtapreneur Retirement Collective

1802 Chukka Hina Drive,Durant OK 74701

15 July, 2021

Description

An Innovative 401(k) Aggregate Approach, Powered by Ameritas®. Supported by The Retirement Advantage (TRA), Mesirow Financial, and Stadion. Five things every employer wants in a 401(k) You want to provide a retirement plan for your employees that ... 1. Is Easy to Administer The Retirement Collective performs 95% of the administrative duties required for you to offer a 401(k) to your employees. This removes the administrative burden from your employees and executives so you can focus on what’s most important—running your business.* 2. Is Compliant TRA is your 401(k) support staff, signs the Form 5500 and ensures each plan is consistently in compliance with the DOL and IRS regulations. If you are out of compliance, [TPA Name] is out of compliance. 3. Minimizes Fiduciary Liability The Retirement Collective allows you to shift your fiduciary duties to the greatest extent permitted by law by providing you with the fiduciary support to mitigate defined legal obligations and responsibilities. 4. Is Cost Competitive Because the Retirement Collective is built on an “aggregated” model, your company gains the advantages of economies of scale in pricing. 5. Teams with Well-Known Providers The Retirement Collective teams with TRA for 3(16) and TPA services as well as Mesirow Financial for 3(38) services to provide end-to-end retirement plan oversight. TRA teams with Ameritas, which has an invested assets base of $12.4 billion as of Dec. 31, 2020, as the recordkeeper, and with Stadion as the managed account provider.