401(K) Investment
Trust. Expertise. Reliability.
In partnership with Lincoln Financial Group
The HBAC 401(k) Program Offers
The HBAC 401(k) Program Offers:
Access to potential pricing and service efficiencies - economies of scale
Less administrative work for participants - many of the responsibilities that come with running a 401(k), including filing Form 5500 and employee loans, can be handed off
Relief from many fiduciary obligations, while maintaining current plan design - or changing to a plan design that works better.
The HBAC 401(k) Program Partners with Lincoln Financial & Delivers Benefits Beyond the Plan
Personalized service - Members who join the plan receive ongoing, dedicated attention, and Lincoln will work closely with HBA to recruit new businesses into the plan.
Demonstrated value - Surveyed Lincoln plan sponsors rated their overall satisfaction at 90% in 2019,* and their award-winning websites help make your experience even easier.
Deep experience - Lincoln has been in business since 1905, is a recognized leader in the retirement plan space and has group 401(k) program experience dating back to 1995.
*Lincoln Financial Group, “Annual Plan Sponsor Satisfaction Research,” 2019.
The HBA 401(k) Program is for any member, whether they have an existing plan or not.
Members who already have a plan: Free evaluation by Matt Williams of Impact Advisors Group, who will review and benchmark current plans and assess whether it’s meeting goals or if the HBA 401(k) program could better meet member needs.
Members who don’t have a plan: A 401(k) program can be a powerful tool for keeping the quality people you have on board and bringing new talent into the fold. Joining the HBA 401(k) program could be the most cost-efficient solution.
Schedule time with Neil Carr to talk through next steps and learn more about the HBA 401(k) Program
We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.
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